Tax Manager

About the role

We are looking for a technically proficient and strategic Tax Manager to lead client engagements. This is a critical role that blends high-level compliance oversight with proactive tax consulting. You will work directly with business owners and affluent families to integrate their tax planning with their broader financial goals.

Key Responsibilities

• Strategic Advisory & Planning
  • Develop and execute sophisticated tax-advantaged strategies for families and businesses.
  • Advisory on complex transactions, including mergers, acquisitions, and business succession planning.
  • Provide counsel on wealth transfer, estate planning, and charitable giving programs.
  • Represent clients in tax examinations and provide proactive guidance on changing tax codes.
• Compliance & Review
  • Oversee and review complex federal and state tax filings for Partnerships, S-Corps, C-Corps, and HNW Individuals.
  • Manage the tax implications of family limited partnerships, trusts, and multi-state entities.
  • Ensure all deliverables meet our firm's high standards for accuracy and integrity.
• Family Office & CFO Support
  • Collaborate with our Family Office team to simplify the financial lives of our clients through bill paying, wealth building strategies, and financial reporting.
  • Support outsourced CFO/Controller projects, identifying areas for profit improvement and management usability.

Qualifications

• Certification: Active CPA license is required.
• Experience: Minimum of 7+ years of progressive tax experience in public accounting or a specialized consulting firm.
• Expertise: Deep knowledge of individual, partnership, and corporate taxation. Experience with High-Net-Worth (HNW) clients and Family Office structures is highly preferred.
• Industries: Familiarity with Private Equity, Real Estate, Technology, or Manufacturing sectors is a plus.
• Communication: Exceptional ability to translate complex tax concepts into actionable advice for clients.

Pay

$120,000 - $160,000

Schedule

Hybrid