Tax Manager

Overview

The Tax Manager is responsible for delivering tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role collaborates with wealth advisors to identify tax-saving opportunities, manages complex tax engagements, reviews tax returns, and provides strategic guidance. Additionally, the Tax Manager supports and mentors tax staff to ensure exceptional client service and proactive tax planning.

Responsibilities

• Manage tax compliance and planning for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities, including extensions, quarterly estimates, projections, and year-end planning.
• Prepare and review federal, state, and local tax returns for individuals, trusts, estates, private foundations, partnerships, S corporations, and closely held businesses.
• Identify tax planning opportunities and coordinate with wealth advisors and client service teams to support clients’ financial, estate, charitable, and investment goals.
• Research tax issues, develop clear recommendations, and communicate findings to clients, advisors, and internal stakeholders professionally.
• Oversee client engagements, workflow, deadlines, review processes, and coordinate with permanent and seasonal tax staff.
• Build and maintain strong client relationships through proactive communication, high-quality service, and timely responses.
• Collaborate with wealth management teams to integrate income tax, fiduciary tax, gift tax, charitable planning, stock option, and multi-state planning considerations into client recommendations.
• Review and provide guidance to tax preparers and seasonal staff, including technical coaching and feedback during busy seasons.
• Assist with internal tax education, process improvements, and practice standards to support consistent, high-quality client service.
• Monitor tax law developments and help communicate timely planning insights to advisors and clients via newsletters, presentations, and other communications.

Requirements

• CPA, EA, JD, or comparable advanced tax credential.
• Minimum of 5+ years of relevant tax experience; experience in public accounting, family office, or wealth management preferred.
• Experience serving high-net-worth individuals and families, including individual, fiduciary, gift, foundation, partnership, and closely held business tax returns.
• Strong knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance.
• Ability to manage engagements, meet deadlines, support staff, and maintain ownership of client deliverables.
• Excellent written and verbal communication skills, with the ability to explain tax concepts clearly.
• Proficiency in Microsoft Office, including Excel, and ability to learn tax, planning, workflow, and document management software.
• Strong attention to detail, self-initiative, sound professional judgment, and effective time management and organizational skills.
• Ability to work independently and collaboratively within a client-focused, team-oriented environment.
• Willingness to work additional hours during peak tax filing and planning seasons.

Preferred Qualifications

• Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
• Familiarity with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner.
• Experience at a Big Four or large regional accounting firm.

Compensation & Benefits

• This is an exempt position.
• Annual base salary range: $110,000 - $130,000, depending on experience, expertise, location, and skill set.
• Additional compensation may include an annual cash bonus.
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
• Job title may vary based on candidate’s experience and education.

Location

• Not specified.

Equal Opportunity & Compliance

The employer is an equal opportunity organization that bases employment decisions on skills and qualifications without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or other protected characteristics under local, state, or federal law.

Reasonable accommodations are provided for applicants and employees with disabilities during the application, interview, and employment process.

Specific state notices apply for Indiana, Maryland, California, Massachusetts, Montana, and Rhode Island applicants regarding employment rights and legal protections.