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

• CPA required; Masters of Taxation or equivalent preferred.

• 5–8 years of public accounting environment experience; 1+ years at management level.

• Significant experience in tax compliance, research, and planning for HNW individuals.

• Significant experience with flow-through entity compliance and planning; investment partnerships a plus.

• Corporate tax experience a plus.

• Proven project management across complex multi-entity structures; strong review and communication skills.

• High-net-worth client mix and/or Big 4 background strongly preferred.

Compensation

• Base salary: $100,000–$150,000

• Bonus: 11% of base

• Benefits: comprehensive health, retirement plan participation, profit-sharing where applicable, CPE