Tax Manager - Private Client Services

Overview

This role is part of the Private Client Services (PCS) practice. Managers oversee multiple engagement teams serving sophisticated clients, which may include wealthy families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.

Responsibilities

• Support business development activities, including preparing proposals, presenting in webinars, and collaborating with other service lines to deliver comprehensive tax strategies to prospective and current clients.
• Maintain regular communication with clients to ensure satisfaction, meet deadlines, stay current on legislative changes, and effectively lead change.
• Perform primary and secondary review of complex tax returns, including federal and state filings.
• Draft technical tax memoranda.
• Supervise, train, mentor, and evaluate Intern, Associate, and Senior Associate team members.
• Participate in formal PCS and on-the-job training with top tax leaders to learn about legislative changes and key areas such as wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.

Requirements

• 4+ years of relevant work experience in an accounting firm, including at least 3 years of Private Client experience.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or related field (preferred).
• Advanced credential allowing for IRS client representation (e.g., CPA or JD).
• Self-starter with the initiative to seek opportunities and the ability to work successfully in a fast-paced, high-pressure environment.
• Proficient use of technology.

Compensation & Benefits

• Competitive base salary and a comprehensive benefits package.
• Benefits include medical, dental, vision, and basic life insurance for employees (and their families).
• Eligibility to enroll in the firm’s 401(k) plan upon hire.
• 200 hours of paid time off annually, plus twelve paid holidays each calendar year.
• Additional benefit details are provided in the firm’s benefits listings.

Work Authorization

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. The employer will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Equal Opportunity

This organization is an equal opportunity employer. It evaluates applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are provided to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.