Tax Manager - Private Client

Overview

This role oversees a portfolio of individual tax clients, managing complex engagements and delivering high-quality services. The position combines advanced US and cross-border tax expertise with client relationship management, team leadership, and responsibility for engagement performance and practice growth.

Responsibilities

• Manage a portfolio of individual tax clients, overseeing engagements from planning through completion while ensuring quality, timely delivery, and profitability.
• Review complex US federal and state individual income tax returns, including international and cross-border matters, ensuring accuracy and compliance.
• Serve as a primary point of contact for clients, providing proactive tax advice and building long-term relationships.
• Identify tax planning opportunities and develop practical recommendations tailored to clients’ US and international tax situations.
• Supervise, coach, and develop Associates and Seniors through regular feedback, technical guidance, and performance support.
• Plan resources across engagements, monitor workloads, budgets, and deadlines, and ensure efficient delivery during busy seasons.
• Act as a technical reference for the team, resolving complex tax matters and escalating significant issues as appropriate.
• Collaborate with Accounting, Advisory, and Consulting teams to provide integrated solutions and identify additional client needs.
• Contribute to business development through client relationship expansion, opportunity identification, and proposal support.
• Drive process improvement, standardization, and automation to enhance efficiency, quality, and client experience.
• Stay current with US and international tax developments and share knowledge across the team.
• Promote a collaborative, accountable work environment aligned with company values.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus).
• CPA or EA certification preferred.
• 5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm.
• Experience managing complex cross-border individual tax engagements, client relationships, and junior team members.

Technical Skills

• Advanced knowledge of US federal and state individual taxation, including tax compliance and planning.
• Strong understanding of international individual tax matters, including tax residency, foreign tax credits, and reporting requirements.
• Proficiency in tax preparation software, Microsoft Excel, and workflow management and automation tools.

Soft Skills

• Trust & discretion: handle sensitive client information with integrity, confidentiality, and reliability.

• Client communication: explain complex tax matters clearly, communicate proactively, and push back when needed.

• Relationship skills: build strong relationships with demanding international clients and their advisors.

• Precision & perspective: combine attention to detail with a view of the client’s overall situation.

• Adaptability & problem-solving: thrive in a fast-paced environment and find creative, practical solutions.

• Organization: manage multiple clients and deadlines efficiently and calmly.

• Fluency in both English and French is required (written and spoken).

Compensation & Benefits

• Health insurance: 100% covered, with HSA & FSA options
• 401(k): 100% match up to 6% (starting after 3 months)
• Unlimited PTO (with a real minimum of 2 weeks)
• Flexible remote policy: work from offices in NYC, Austin, Miami, Atlanta or anywhere in the US
• Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
• Working from abroad: up to 8 weeks/year

Location

Flexible remote policy—work from offices (NYC, Austin, Miami, Atlanta) or anywhere in the US.

Equal Opportunity

Qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.