Senior Tax Manager/Director – Wealth Management

Job Responsibilities

• Serve as the primary point of contact for clients, ensuring timely, accurate, and high-quality tax compliance and consulting services.
• Manage and review complex individual, fiduciary, not-for-profit, and entity tax filings for accuracy, completeness, and adherence to professional standards.
• Oversee preparation of detailed work papers, data processing, and conversion of information into reviewable work products.
• Conduct and supervise research on complex tax issues, translating findings into actionable tax planning strategies for clients.
• Lead, mentor, and review the work of junior staff, providing guidance and technical support to promote professional development and service excellence.
• Collaborate with internal teams to deliver integrated family office services and coordinated wealth management support.
• Identify tax planning opportunities and assist in developing long-term strategies aligned with client goals.
• Maintain up-to-date knowledge of federal, state, and local tax regulations and recommend adjustments in client planning or compliance strategy where appropriate.
• Contribute to process improvement initiatives to enhance team efficiency and accuracy in tax compliance and client reporting.
• Foster a collaborative, professional, and team-oriented work environment that values accuracy, accountability, and continuous learning.

Qualifications

• CPA designation required.
• Experience in managing and reviewing individual and entity tax filings.

Pay

Salary: $200-250K Total Compensation Range + BD Incentives