Tax Manager

Key Responsibilities

• Provide tax planning and advisory services to high-net-worth individuals, families, trusts, and estates.
• Serve as a trusted advisor and key point of contact for clients, ensuring clear communication and strong relationships.
• Oversee tax return preparation, including complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) returns.
• Manage multiple client engagements, ensuring efficient delegation, supervision, and timely completion.
• Conduct technical tax reviews and approve all tax returns.
• Identify and develop new business opportunities within existing client relationships and external networks.
• Respond to federal and state tax notices and represent clients in audits.
• Mentor and develop a high-performing team, fostering professional growth and technical excellence.
• Communicate complex tax matters clearly to clients and non-tax professionals.
• Stay updated on evolving tax laws and best practices to enhance client service and compliance.

Qualifications

This role offers an exciting opportunity to lead a dynamic team, build lasting client relationships, and drive the growth of the Private Client Services practice.

Senior Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting / Auditing

Industries

Accounting

Benefits

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