Tax Manager - Private Client

Overview

This role oversees a portfolio of individual tax clients and complex engagements, delivering high-quality services while combining advanced US and cross-border tax expertise with client relationship management and team leadership. The position also contributes to 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 core values including kindness, honesty, respect, and integrity.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus).
• 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.
• 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.
• Fluency in both English and French is required (written and spoken).

Preferred Qualifications

• CPA or EA certification preferred.

Compensation & Benefits

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

Location

Remote with flexibility to work from offices in NYC, Austin, Miami, or Atlanta, or anywhere in the US.