Tax Manager - High Net Worth/ FWS

Overview

A professional services organization is seeking a Tax Manager to join their High Net Worth (Family Wealth Services) practice group. This role involves overseeing tax preparation and performing technical reviews, as well as consulting on complex tax matters for high-net-worth individuals, family partnerships, and trust tax returns. The Tax Manager will ensure compliance with state and federal tax regulations, provide quarterly and year-end consulting, conduct research, and oversee engagements. Additionally, this position includes delegating and managing tax assignments, performing administrative duties, and supporting, supervising, motivating, and reviewing the work of the tax team.

Responsibilities

• Perform tax, gift, and estate planning and compliance services for individuals, family limited partnerships, and related trusts
• Continuously expand knowledge in individual, gift, trust, and estate tax, along with overall professional development
• Develop and maintain excellent customer relationships
• Anticipate and consult on various tax matters
• Communicate progress, issues, and resolutions of engagements to clients
• Monitor economic performance of engagements, including billing and collections
• Develop and grow a business network with colleagues, referral sources, potential clients, and external organizations to attract new business
• Recruit, develop, and motivate team members
• Foster a highly collaborative environment encouraging team input and idea sharing
• Promote a culture of engagement, inclusion, and accountability aligned with organizational core values and competencies
• Set and achieve stretch goals periodically to increase value and contribution
• Perform other duties within the scope of the practice

Requirements

• Bachelor’s degree in Accounting, Finance, or Law; Master’s degree in Tax or LLM in Tax preferred
• Minimum of 5 years recent public accounting firm experience working with individuals, partnerships, trusts, and estates, including managing multiple projects and client engagements
• Enrolled Agent (EA) license or Certified Public Accountant (CPA) certification required
• Strong project and team management skills
• Excellent communication and networking abilities
• Proven ability to manage and grow strong client relationships
• Experience with tax software and technology
• Ability to multitask and demonstrate commitment to continuous learning

Physical and Cognitive Requirements

• Regularly required to remain stationary; use hands repetitively to operate standard office equipment; communicate verbally in person and by telephone
• Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Regularly required to use written and oral communication skills; read and interpret data, information, and documents; observe and interpret situations
• Ability to work under deadlines with frequent interruptions
• Interact with internal and external clients and colleagues

Compensation & Benefits

• Generous paid time off and firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies)
• Comprehensive health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs

Location

Multiple offices located in fast-growing cities across the United States.