Tax Manager – High Net Worth

Overview

The organization is seeking a Tax Manager to lead tax engagements and manage a client portfolio with a primary focus on high-net-worth individuals, families, and related entities. This position also provides limited support to other clients based on experience and business needs.

This role serves as a trusted client contact, providing technical expertise in complex tax compliance and planning matters, and leading engagements from planning through delivery. The Tax Manager will coordinate workflow and resources, make informed engagement decisions, delegate effectively, and develop Associates and Senior Associates while collaborating with Partners and specialty tax professionals.

Responsibilities

• Manage a client portfolio focused primarily on high-net-worth individuals, families, and related trusts, family investment partnerships, and closely held or investment entities, while also supporting other clients within the team’s portfolio.
• Serve as a trusted advisor and primary client contact, maintaining year-round relationships with families, related entities, and their legal, investment, and other professional advisors.
• Lead multiple engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance with firm and professional standards.
• Provide hands-on support and resolve complex tax compliance and planning issues, collaborating with Federal, SALT, and other specialty professionals as appropriate.
• Review complex individual, fiduciary, partnership, S corporation, gift, and estate tax returns, workpapers, and related deliverables, as applicable to the client portfolio.
• Delegate work effectively and lead the development and performance management of Associates and Senior Associates through clear expectations, timely coaching, feedback, goal setting, and evaluations.
• Partner with peers, Partners, and Resource Coordinators to balance workloads, optimize staffing, and manage engagement capacity across teams.
• Maintain proficiency in firm technology and tax systems while supporting team members in their effective use.
• Identify opportunities to expand client relationships by introducing specialists and additional services, cultivating referral relationships, and supporting business development efforts alongside senior leaders.
• Stay current on federal, state, and local tax laws, regulatory developments, and industry trends to advise clients and guide engagement teams.
• Contribute to firm, practice, and operational initiatives that improve processes, enhance the client experience, and support strategic priorities.

Requirements / Qualifications

• Minimum of five years of experience in accounting and tax, demonstrating progression in complexity, scope, and number of engagements managed.
• Must be a member in good standing with the American Institute of Certified Public Accountants.
• Bachelor’s or Master’s degree in accounting.
• Strong attention to detail and accuracy.
• Exceptional organizational skills.
• Strong written and verbal communication skills.
• Client-focused (internal and external) service orientation.
• Creative and persistent problem solver.
• Ability to handle sensitive situations and confidential information.
• Flexible and adaptable.
• Ability to coordinate and maintain follow-up on a number of projects simultaneously.
• Ability to prioritize changing workloads.
• Ability to work independently, exercise good judgment, and be resourceful.

Compensation & Benefits

No compensation or benefits details were provided.

Location

No location details were provided.

Equal Opportunity

The employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Application / Resume Policy

Only resumes submitted directly by candidates and referrals submitted by current employees will be considered. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed vendor contract. The employer will not pay a fee to recruiters or agencies that do not have a signed vendor contract.