Tax Manager, Wealth Management

Overview

A Top 20 CPA and advisory firm with over 40 U.S. office locations and international presence is seeking a Tax Manager specializing in Individual Tax. This role involves working with individuals, simple trusts, and closely held businesses to provide tax planning, compliance, and consulting services. The ideal candidate will have strong technical expertise, a consultative approach, and a passion for building long-term client relationships.

Responsibilities

Tax Review & Compliance

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
• Ensure accuracy, completeness, and compliance with federal and state tax laws.
• Supervise and mentor staff preparing returns, providing technical guidance and quality control.

Client Planning & Consulting

• Lead tax planning engagements for individuals and small business owners.
• Advise clients on financial planning strategies including asset protection, succession planning, and retirement optimization.
• Collaborate with internal teams and external advisors to deliver comprehensive solutions.

Engagement Management

• Manage multiple client relationships and engagements simultaneously.
• Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
• Participate in business development efforts and identify opportunities to expand services with existing clients.

Leadership & Development

• Serve as a role model and coach for junior staff.
• Contribute to internal training and development initiatives.
• Support strategic initiatives such as the 1040 Transformation Project.

Qualifications

• CPA preferred; EA considered.
• CFP certification or willingness to obtain CFP preferred.
• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 5 years of experience in individual tax, trusts, and small business returns.
• Proven track record in client consulting and tax planning.
• Strong communication skills and ability to build trust with clients.
• Proficiency in tax software and technology platforms.

Compensation & Benefits

• Salary range: $121,000 - $148,000 per year. Actual salary may vary within or outside this range based on experience and qualifications.
• Medical, Dental, and Vision Insurance starting on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401(k) plan with Profit Sharing.
• 9+ holidays and discretionary time off.
• Parental Leave for both primary and secondary caregivers.
• Tuition Assistance Program and CPA support program with cash incentives upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Wellness program.
• Flexible working environment including remote and hybrid options.

Location

Multiple U.S. office locations with options for remote and hybrid work arrangements.

Additional Information

• The application window is anticipated to close on August 1, 2026, and may be extended as needed.
• The employer is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity or expression, age, disability, genetic information, citizenship status, military service obligations, or any other protected category under applicable law.
• The organization may use artificial intelligence tools to assist in parts of the hiring process; however, final hiring decisions are made by humans.