Tax Delivery Manager, Global Employer Services - Individual Client Services

Work you'll do

• Own end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post-filing).
• Drive workflow, capacity, and management (intake, prioritization, peak-period execution) to meet deadlines.
• Execute and monitor quality and risk controls, ensuring adherence to firm standards and regulatory requirements.
• Lead and collaborate with delivery teams to deliver excellent client service to our clients.
• Partner with engagement leadership on scope/change control, issue escalation, and delivery communications (status, milestones, risks/issues), including return review/signing oversight.

Qualifications

• Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree
• 5+ years of experience in personal income tax and compliance - specifically High Net Worth tax compliance and planning
• Ability to travel up to 5% for occasional in-person meetings or training
• Limited immigration sponsorship may be available
• One of the following active accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible: Licensed Attorney, Enrolled Agent

• Proven delivery leadership: manage teams, allocate work, prioritize across competing deadlines, and drive results in a fast-paced model.
• Strong engagement/project management skills (planning, workflow coordination, issue escalation) across large, complex engagements.
• Quality-first, deadline-driven approach with strong attention to detail and consistency in execution.
• Effective client-facing communication (written, verbal, presentation) to run delivery status, align expectations, and support scope discussions.
• Strong analytical and reporting capabilities with tools such as Excel and PowerPoint (dashboarding tools like QlikView/Tableau a plus); global/cross-cultural experience preferred.