Tax Senior Manager

Overview

A well-established wealth management firm with a family office focus is launching an in-house tax vertical to provide integrated tax preparation, planning, and advisory services alongside their existing financial planning and investment management offerings. This new division aims to deliver coordinated, year-round tax strategies as part of a comprehensive wealth plan for high-net-worth individuals and families.

Responsibilities

• Lead the design, launch, and ongoing operations of the new tax division, including developing processes, workflows, and selecting technology solutions in collaboration with leadership and consultants.
• Prepare and review complex tax returns including individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timely filing.
• Provide proactive, year-round tax planning and advisory services covering areas such as Roth conversions, required minimum distributions (RMDs), charitable giving, capital gains/loss harvesting, estate and gift tax considerations, and financial projections.
• Collaborate closely with financial advisors to integrate tax strategies with clients' investment, retirement, and estate plans; participate in client meetings and prospect discussions as needed.
• Educate and consult with clients on tax topics, filing requirements, and opportunities in a clear and approachable manner.
• Support firm growth initiatives by contributing tax expertise to liquidity events, equity compensation planning, and other special projects.

Requirements

• CPA license is required.
• 7-10+ years of progressive tax experience, preferably within wealth management, family offices, or serving high-net-worth clients.
• Hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 tax returns with thorough knowledge of federal, state, and local tax laws.
• Proven ability to provide tax consulting and advisory services to high-net-worth individuals and families, including estate, gift, and trust matters. Experience with business returns is a plus but not required.
• Strong relationship management skills with the ability to clearly explain complex tax concepts and build trust with clients and advisors.
• Entrepreneurial mindset with ambition, humility, and technological proficiency; comfortable shaping and growing a new business vertical.

Compensation & Benefits

• Competitive compensation package.
• Comprehensive benefits including paid time off (PTO).
• Collaborative, team-oriented environment that values autonomy, precision, and professional growth.

Location

• This is a remote position.