Tax Manager

Overview

An established tax and accounting firm is seeking an experienced Tax Manager to lead complex tax engagements and serve as a trusted advisor to ultra-high-net-worth (UHNW) clients. This role involves managing sophisticated tax returns, delivering strategic tax planning, and developing a growing team within a collaborative and entrepreneurial environment.

Responsibilities

• Lead and develop tax professionals through mentoring, coaching, and fostering a culture of accountability and collaboration
• Partner with leadership on onboarding, training, and team development initiatives
• Review and manage complex tax returns across individual, trust, partnership, corporate, and international structures
• Ensure compliance with federal, state, and global tax regulations
• Oversee multiple engagements while maintaining high-quality standards
• Design and implement tailored tax strategies aligned with client wealth goals
• Advise on estate, gift, and captive insurance planning strategies
• Proactively identify tax planning opportunities throughout the year
• Build and maintain strong, long-term relationships with UHNW clients
• Provide insights on complex financial decisions, investments, and transactions
• Deliver a proactive, concierge-level client experience
• Stay current with evolving tax laws and industry trends
• Advise firm leadership on technical and planning matters
• Contribute to the firm’s growth and innovation efforts

Requirements

• Bachelor’s degree in Accounting, Taxation, or a related field
• CPA certification required
• Minimum of 5 years of tax experience, including leadership roles
• Proven experience working with ultra-high-net-worth clients
• Deep expertise in federal, state, and international tax regulations
• Strong leadership and team development skills
• Ability to simplify and communicate complex tax concepts effectively
• High-level client relationship management skills
• Experience with CCH software preferred; proficiency in Microsoft Office Suite

Compensation & Benefits

• Salary range: $145,000 – $160,000 annually
• Unlimited paid time off plus paid holidays
• Hybrid/remote work flexibility
• Medical, dental, and vision insurance coverage
• 401(k) plan with fully vested match after 1 year
• Company-paid life and long-term disability insurance
• Health Savings Account (HSA), Health Reimbursement Arrangement (HRA), and Flexible Spending Account (FSA) options

Location

Flexible with hybrid/remote options available.