Tax Director/Manager - Corporate

Position Overview

The Tax Manager / Senior Tax Accountant will prepare and review tax returns, provide tax planning, and collaborate with financial advisors.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for high-net-worth individuals, trusts, estates, small businesses, and closely held entities.
• Provide year-round tax planning and advisory services to clients.
• Identify tax-saving opportunities and develop strategic tax solutions.
• Analyze client financial information and ensure compliance with tax regulations.
• Research tax issues and communicate recommendations to clients and advisors.
• Coordinate with wealth management professionals to deliver integrated financial and tax planning solutions.
• Aid clients with tax notices and other compliance-related matters.
• Maintain current knowledge of federal, state, and local tax laws.

Qualifications

• Active CPA license.
• Minimum 7+ years of public accounting or tax experience.
• Strong experience preparing and planning for individual tax returns, trust and estate returns, small business tax returns.
• Proven ability to work directly with clients and provide consultative tax advice.
• Strong technical tax research and analytical skills.
• Excellent communication and relationship-building abilities.