Tax Manager

Overview

This role is a key member of the Tax Advisory team, responsible for managing and coordinating the firm's tax activities to meet organizational goals. The position acts as an expediter for all tax-related tasks and supports the overall tax efforts.

Responsibilities

• Prepare tax planning and returns for high-net-worth individuals and related entities, including extensions.
• Ensure compliance with federal and state filing requirements for clients.
• Conduct technical research on complex tax issues with team support.
• Analyze client information and collaborate with advisors to recommend strategies to reduce tax liabilities.
• Deliver high-quality client service in partnership with wealth management teams.
• Communicate effectively and professionally with advisors and clients.
• Resolve client and advisor issues promptly.
• Serve as a resource for wealth management teams on tax planning, research, and education.
• Assist the Director of Tax Services in educating permanent and seasonal tax staff.
• Support communication of relevant tax developments to clients through newsletters and other channels.

Requirements

• CPA, EA, or JD designation with a minimum of 5+ years of relevant experience.
• Proven experience preparing individual and fiduciary tax returns, focusing on high-net-worth individuals and families.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, including Excel, with the ability to learn new technologies.
• Strong attention to detail, self-motivation, time management, and organizational skills.
• Ability to work independently and collaboratively in a team environment.
• Willingness and ability to work additional hours during busy seasons.

Preferred Qualifications

• Experience preparing tax returns for high-net-worth individuals, businesses, partnerships, foundations, and gift taxes.
• 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 to $130,000, depending on experience, expertise, location, and skills.
• Additional compensation may include an annual bonus and a comprehensive benefits package.

Location

• This position is based in the United States.

Equal Opportunity & Accommodation

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. Reasonable accommodations are available for applicants and employees with disabilities throughout the hiring process and employment.

Legal Notices for U.S. Applicants

• California applicants have specific privacy rights.
• Indiana applicants are protected from discrimination based on veteran status.
• Maryland applicants are protected from mandatory polygraph testing.
• Massachusetts applicants are protected from mandatory lie detector tests.
• Montana applicants' employment is governed by the Wrongful Discharge from Employment Act.
• Rhode Island applicants are covered by state workers’ compensation laws and the Americans with Disabilities Act.