Tax Manager

Job Description

ProspectBlue is leading the search for a Tax Manager on behalf of a well-established family accounting office that has been serving multi-generational families with significant wealth for over a century. This firm combines the sophistication of a family office with the approachability of a local practice-offering personalized accounting and tax services in a collaborative, relaxed environment.

About the Firm

The organization has a long-standing reputation for delivering client-centered accounting and tax services to families with complex personal and business interests. Founded over 100 years ago to meet the financial needs of a family of entrepreneurs, the firm now serves a diverse group of high-net-worth individuals and families.

The team works closely with investment advisors, attorneys, insurance professionals, and other trusted partners to provide holistic and strategic financial guidance. While proud of its rich history and strong community ties in Central Virginia, the firm continues to evolve-embracing new technology, process improvements, and strategic growth initiatives.

This is an ideal opportunity for an accounting professional who enjoys close client relationships and envisions a long-term leadership role within a highly respected, relationship-driven firm.

Key Responsibilities

• Prepare complex individual, partnership, and fiduciary tax returns.
• Lead multiple client engagements focused on proactive tax planning and strategic consulting, including federal, estate, gift, and charitable planning.
• Collaborate as part of a client's advisory team-working alongside investment, legal, and insurance professionals-to implement integrated financial strategies.
• Stay current on tax regulations, trends, and best practices to enhance technical expertise.
• Build and maintain strong, trusted relationships with clients and their advisors.
• Contribute to firm operations, including process improvement, technology selection, and strategic decision-making.

Qualifications

Benefits