Tax Manager

Tax Manager (5+ Years experience, CPA)

Summary

Primary tax professional on multi-disciplinary client teams delivering integrated tax and financial planning to HNW families, closely held businesses, and family investment entities. Owns review, client communication, and engagement execution. Big 4 and family office exposure strongly preferred.

Key Responsibilities

• Serve as the primary tax professional in a multi-disciplinary client service team implementing and delivering integrated tax and financial planning.
• Provide technical tax expertise for business restructuring, acquisitions, and dispositions to achieve tax-efficient outcomes.
• Review individual, partnership, S-corporation, gift, trust, and estate tax returns; ensure technical accuracy and adherence to firm standards.
• Manage delivery of tax compliance and planning to clients and engagement teams; set timelines, allocate work, and clear review notes.
• Respond to inquiries from taxing authorities; draft responses and manage audits / notices.
• Develop, motivate, and train associates on tax-related matters; provide real-time coaching and formal feedback.
• Develop tools and process improvements to more effectively and efficiently deliver tax services to clients.
• Identify planning opportunities : SALT residency, NIIT, QSBS, charitable planning, wealth transfer, and investment partnership allocations.
• Coordinate with internal wealth advisors, outside counsel, and external accountants to drive consistent client outcomes.

Qualifications

Compensation