Tax Manager

Job Description

Job Description

Tax Manager – High-Net-Worth & Complex Tax Matters

About Us

We are a boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Our practice is focused on complex tax planning, consulting, and compliance, with an additional specialty in providing litigation support in high-stakes financial matters. We pride ourselves on delivering sophisticated, practical solutions with a personal touch.

We operate in a remote environment , giving our team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused. Our culture prioritizes professional excellence while respecting personal time and balance.

Position Overview

We are seeking an experienced Tax Manager to lead our tax department. This role will be central to delivering advanced tax consulting, overseeing staff work, and ensuring the firm continues to provide the highest level of technical expertise and client service. The ideal candidate thrives in a dynamic environment, enjoys solving complex tax problems, and has the leadership skills to mentor and manage a small team while also remaining hands-on with the work.

Key Responsibilities

Provide advanced tax consulting, research, and planning for high-net-worth individuals, families, trusts, estates, and business entities.

Serve as a primary technical resource for addressing complex and nuanced tax matters.

Review and supervise staff-prepared tax returns to ensure technical accuracy, compliance, and alignment with strategic tax objectives.

Manage and Develop the tax department, including hiring, delegating training and mentoring junior staff.

Partner with firm leadership on client engagements involving litigation support, forensic analysis, and expert consulting.

Stay current on evolving tax laws and regulations and proactively identify opportunities and risks for client groupings.

Participate in business development opportunities by strengthening client relationships and demonstrating thought leadership.

Utilize technology tools effectively (Practice CS by Thompson R and 90.io) to efficiently create projects, assign tasks, and manage and monitor works.

Qualifications

CPA license required; advanced degree (JD, LLM, or MST) strongly preferred.

7+ years of progressive experience in public accounting, with a strong focus on high-net-worth individuals and complex tax matters.

Proven ability to research, analyze, and advise on sophisticated tax issues.

Demonstrated experience in reviewing tax returns and guiding junior staff.

Experience with litigation support, forensic accounting, or expert testimony preferred but not required.

Comfortable working in a remote environment, leveraging technology to collaborate and manage effectively.

What We Offer

Competitive compensation and structured quarterly bonus tailored to experience and contribution.

A collegial, team-oriented environment with direct exposure to challenging and rewarding client work.

Medical, dental, orthodontia and vision benefits ; 401k with contribution, Life, STD, LTD, EAP, 13 paid holidays and PTO.

The opportunity to take ownership of the tax function in a growing boutique firm.

A remote-first culture that values flexibility, professional independence, and collaboration.

A strong emphasis on work-life balance, recognizing the importance of restoration and personal time.