Tax Manager

Job Summary

We are seeking a knowledgeable and client-focused Tax Manager to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate will have deep expertise in personal and fiduciary tax matters, strong interpersonal skills, and a passion for helping clients achieve their financial goals.

Key Responsibilities

• Manage and review individual, trust, estate, and business tax returns.
• Provide proactive tax planning and advisory services tailored to clients' financial situations and long-term goals.
• Collaborate with financial advisors, estate planners, and legal professionals to deliver integrated wealth management solutions.
• Identify tax-saving opportunities and strategies, including charitable giving, estate planning, and investment structuring.
• Represent clients in IRS and state tax audits and correspondence.
• Stay current on tax law changes and communicate implications to clients and internal teams.
• Develop and maintain strong relationships with clients, serving as a trusted advisor.
• Assist in onboarding new clients and evaluating their tax needs as part of the broader financial planning process.

Qualifications

Preferred Skills