Tax Manager

Overview

This role is a key position within the Tax Advisory team, responsible for managing and coordinating daily tax activities and supporting the overall tax efforts to meet organizational goals.

Responsibilities

• Prepare tax planning and returns for high-net-worth individuals and related entities, including extensions.
• Ensure compliance with all federal and state filing requirements for clients.
• Conduct technical research to resolve 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.
• Address and resolve client and advisor issues promptly.
• Serve as a resource for wealth management teams on tax planning, research, and education regarding tax developments.
• Assist the Director of Tax Services in educating permanent and seasonal tax preparation staff.
• Support communication of relevant tax updates to clients through newsletters, social media, 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 applications, 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 software.
• 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 skill set.
• Additional compensation may include an annual bonus and a comprehensive benefits package.

Location

• The position may require compliance with specific state laws and regulations as applicable.

Equal Opportunity & Compliance

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 provided for applicants and employees with disabilities. Specific state laws regarding employment practices and protections apply as required.