Tax Manager
A well-established investment and wealth management firm is seeking a Tax Manager to lead its growing tax practice. With over 700 tax clients and a senior partner preparing for retirement, this is a rare opportunity for a seasoned Tax Manager to step into a leadership role and help shape the future of the firm.
Why This Opportunity Stands Out :
- Immediate opportunity to take ownership of 300+ transitioning clients
- Fast-track to Partner within 1-2 years, with equity buy-in potential
- Collaborative, growth-oriented team culture
Strong benefits package including :
401(k) match + profit sharingHealth insurance (Quartz Health)Life and disability coverageWork-life balance :
Busy season : ~60+ hours / weekNon-busy season : ~40 hours / weekResponsibilities :
The Tax Manager will oversee preparation of returns for individuals, nonprofits, S-Corps, C-Corps, and partnershipsLead and mentor junior tax staffManage client relationships and ensure high-quality service deliveryDrive improvements in systems and processesSupport expansion into outsourced accounting and bookkeeping servicesUtilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative SolutionsCandidate Profile :
5+ years of tax experienceBachelor's degree in AccountingCPA or EA requiredProven experience as a Tax Manager or in a senior tax roleStrong leadership and client management skillsStrategic mindset with the ability to grow and evolve the practiceThe ideal Tax Manager will be comfortable with change and excited to take ownership of their roleA successful Tax Manager in this firm will be process-driven, collaborative, and ready to make an impactSalary : $95,000 to $120,000
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