Executive Director Business Development - M&A

About the role

We are recruiting a Tax Manager for a growing tax department to provide high-touch tax planning, manage an offshore team for tax preparation and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance.

Responsibilities

• Deliver exceptional tax planning, tax preparation management, compliance, and advisory services for our high-net-worth clients.
• Manage and review work done by an offshore tax team and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission.
• Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.
• Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.
• Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.
• Conduct research on complex tax issues and document clear responses to client and advisor questions.
• Mentor and train junior tax staff as the department grows.
• Manage and execute special projects as assigned.

Requirements

• Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA.
• Experience managing an offshore tax team preferred.
• Active CPA certification is required.
• Bachelor's degree in accounting, finance, economics, or a related field.
• Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, and partnerships.
• Detail-oriented with excellent time management skills.
• Experience with Holistiplan is preferred.
• Proficiency in MS Office applications.