Business Tax Services Manager

Role Overview

This position involves advising clients on high-level tax strategies, primarily focusing on ultra-high net worth individuals, trusts, and estates. The manager will review complex tax returns, serve as a trusted advisor on legislative and regulatory changes, and lead multiple client engagements.

Key Responsibilities

• Deliver high-quality tax advice and support the growth of the private client tax practice.
• Analyze complex income, gift, estate, and trust returns for high-net-worth clients and Family Offices.
• Advise clients on current and future tax considerations, legislative impacts, and regulatory developments.
• Manage, mentor, and oversee teams while maintaining active client communication to ensure satisfaction.
• Contribute to practice development, process improvements, and knowledge sharing within the team.

Qualifications & Skills

• Minimum five years of relevant ultra-high net-worth tax experience.
• Bachelor’s degree from an accredited institution.
• Licensed CPA, EA, JD, or LLM; if not initially held, must obtain within one year of hire.
• Proven business development skills and ability to establish and maintain client relationships.
• Experience leading engagements, mentoring staff, and working collaboratively.
• Excellent communication skills for evaluating and articulating complex information.

Additional Information

The role emphasizes professional growth through diverse engagements, training, and mentorship within a collaborative environment, supporting career advancement in tax services.