Senior Tax Manager

We are seeking an experienced Senior Tax Manager to join our growing tax practice within an integrated wealth management and family office environment. This individual will be responsible for overseeing the preparation and review of complex individual, trust, partnership, estate, and other tax returns while serving as a trusted tax resource to the firm’s advisors and high-net-worth and ultra-high-net-worth clients.The role goes beyond tax compliance. The Tax Manager/Director will work closely with wealth advisors, estate planning professionals, investment teams, and clients to identify and implement proactive tax planning strategies that enhance clients’ after-tax wealth and complement their broader financial and estate plans. Key ResponsibilitiesOversee the preparation and review of complex federal and state income tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held businesses.Manage tax compliance calendars, extensions, estimated tax payments, projections, and client deliverables.Develop and implement proactive tax planning strategies, including income tax, capital gains, charitable giving, business-owner, trust, estate, and multistate planning.Serve as a technical tax resource to wealth advisors and other members of the firm.Work directly with clients and their other professional advisors to understand their financial circumstances and translate complex tax issues into practical recommendations.Research and advise on complex federal and state tax matters and monitor legislative and regulatory developments.Review tax returns, workpapers, tax projections, estimated payments, and related analyses for accuracy and technical quality.Identify opportunities to integrate tax planning with investment management, estate planning, charitable planning, and other wealth management strategies.Manage relationships with outside CPAs, attorneys, and other professional advisors when appropriate.Mentor and develop tax professionals and help establish consistent processes, standards, and best practices within the firm’s tax practice.For a Tax Director-level candidate, take a leadership role in the continued development and growth of the firm’s tax practice, including client retention, new client opportunities, recruiting, team development, and strategic direction. Ideal CandidateThe ideal candidate is a technically strong tax professional who enjoys working directly with clients and collaborating with wealth advisors. He or she should have substantial experience with complex individual and fiduciary taxation and a demonstrated ability to move beyond compliance into meaningful tax planning and wealth strategy. CPA preferred. Experience in a public accounting firm, multifamily office, wealth management firm, or family office environment is highly desirable. The successful candidate will possess strong technical judgment, communication skills, attention to detail, and the ability to manage multiple complex client relationships and deadlines.