An established and highly regarded wealth management company is seeking a Tax Manager to join its growing Tax & Financial Planning team. This is an exceptional opportunity for sharp professionals coming directly from public accounting who are looking for a path to the Director level. The firm offers a great workplace culture, hybrid work flexibility, a lucrative compensation package, and a performance-based bonus.

In this role, you’ll lead complex tax engagements and collaborate closely with high-net-worth clients, integrating tax strategy with long-term financial planning. You’ll also mentor junior staff, oversee client deliverables, and play a key role in the continued success and growth of the firm’s tax practice.

Key Responsibilities

• Manage federal and state income tax planning and consulting engagements for high-net-worth individuals.

• Prepare and review individual, estate & trust, gift, and pass-through entity income tax returns.

• Oversee accurate and timely preparation of returns, conducting detailed reviews for accuracy and completeness.

• Gather, analyze, and input relevant client information into CRM and tax systems.

• Communicate directly with clients to collect data, discuss outcomes, and provide proactive tax planning insights.

• Support business development efforts through client and prospect meetings, contributing to growth of the firm’s tax practice.

• Collaborate with the wealth advisory team to align tax strategies with clients’ overall financial goals.

• Assist the Director of Tax & Financial Planning in communicating new tax law developments to clients and team members.

• Research and analyze complex or atypical tax issues and present findings to both clients and internal teams.

• Represent clients before the IRS and other taxing authorities, managing audits and correspondence.

• Stay informed on evolving tax laws and contribute to continuous process improvements.

• Participate in seasonal overtime during peak tax periods.

• Enjoy a hybrid work environment, blending in-office collaboration with remote flexibility.

Leadership & Mentorship

• Supervise, mentor, and guide tax associates on all tax-related projects.

• Review and provide feedback on work prepared by associates.

• Manage coordination and integration of multiple tax engagements and departmental initiatives.

• Support team members in developing tailored financial plans to meet each client’s unique needs.

Qualifications

• Bachelor’s degree in Accounting or a related field.

• Minimum 5+ years of tax management experience in public accounting.

• Active Certified Public Accountant (CPA) license.