Tax Manager - Private Client
Lead and manage the tax planning process in collaboration with clients and advisory teams to support long-term wealth management objectives
Review and oversee complex tax returns for high net worth individuals and trusts, including federal, state, local, and foreign filings, estimated payments, extensions, and audit support
Participate in estate planning and wealth transfer strategies
Define tax objectives, scope, and methodology while advising clients on the broader implications of business and financial decisions
Identify and implement tax planning opportunities, including credits and strategies arising from legislative and regulatory changes
Leverage tax technology and workflow tools to enhance efficiency and accuracy, holding engagement teams to high technical standards
Serve as the primary engagement manager with responsibility for billing, realization, and collections
Relationship Building & Team Development
Build strong client relationships through regular meetings and proactive communication
Participate in networking, business development efforts, proposal development, and sales activities
Supervise, mentor, and develop associates by providing technical guidance and client management training
Collaborate closely with internal leadership and external stakeholders, including accounting managers, controllers, and executive leadership
Firm & Practice Contributions
Participate in structured professional development and leadership training programs
Contribute to non-billable initiatives such as recruiting, mentoring, internal training, and thought leadership development
Qualifications
5+ years of public accounting experience
Bachelor's degree in Accounting
Active CPA or Bar license required
Experience with high net worth individuals, trusts, estates, private foundations, and closely held entities (S corporations, C corporations, partnerships, and LLCs)
Strong knowledge of fiduciary, estate, and wealth transfer tax planning and compliance
Ability to travel regionally, with occasional overnight travel
Willingness to work extended hours during peak periods as needed (exempt position)
