Overview
A rapidly growing private client tax advisory firm is seeking a Tax Manager to join their team. The firm specializes in proactive, year-round tax strategy supported by modern technology, serving over 5,000 clients across the U.S., including high-net-worth individuals, founders, tech executives, fund managers, real estate investors, and owner-operated businesses with complex tax needs.
Responsibilities
- Provide tax advisory and relationship management services focused on high-net-worth individuals and closely held businesses
- Manage tax compliance and strategy for passthrough entities
- Utilize modern tax technology platforms to streamline workflows
- Collaborate with clients to build lasting wealth through tailored tax strategies
Requirements
- Bachelor's Degree in Accounting or a related field
- CPA or Enrolled Agent (EA) certification
- Minimum of 5 years of tax experience at a Top 100 CPA firm
- Expertise in handling tax matters for high-net-worth individuals, closely held businesses, and passthrough entities
- Experience with CCH Axcess tax software
Preferred Qualifications
- Master's degree in Taxation
- Strong technical knowledge of foreign tax filings (e.g., Forms 5471, 8865)
- Experience with Qualified Small Business Stock (QSBS) tax matters
Compensation & Benefits
- Salary range: $140,000 - $160,000 per year
- Equity options available for all employees
- Entrepreneurial work environment
- Unlimited paid time off
- 100% healthcare coverage for employees; majority coverage for family members
- Opportunities for rapid career advancement
Location
Equal Opportunity Employer Statement
The employer provides an inclusive work environment and considers all qualified candidates without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other protected category under applicable laws. Background checks may be conducted with authorization, and candidates with criminal histories will be considered in compliance with relevant laws.
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