Tax Manager

About the role

We are seeking a Tax Manager to join the tax department of a growing Registered Investment Adviser serving high-net-worth clients. This role will focus on tax planning, income tax preparation and review, projections, and advisor support.

Responsibilities

• Prepare and review federal and state income tax returns, primarily for high-net-worth individuals.
• Review related trust, partnership, and S corporation returns as needed.
• Review source documents, workpapers, and return inputs for accuracy and completeness.
• Identify tax issues, planning opportunities, and items requiring client or advisor follow-up.
• Cook with financial advisors on tax matters affecting the client’s broader financial plan.
• Respond to client and advisor tax questions throughout the year.
• Maintain strong documentation and consistent tax department processes.
• Oversee, train, and mentor junior staff as the department grows.

Requirements

• Active CPA license required.
• Experience preparing and reviewing income tax returns.
• Knowledge of federal and state income tax law.
• Strong organizational, communication, and client-service skills.
• Ability to explain tax concepts clearly to advisors and clients.
• Sound professional judgment and strong attention to detail.

Preferred Qualifications

• A Master’s degree in taxation preferred.
• Experience with high-net-worth or ultra-high-net-worth clients.
• Experience in an RIA, family office, or private client tax practice.
• Familiarity with financial planning and broader wealth management concepts.

Benefits

• Competitive compensation
• Medical, dental, and vision benefits
• 401(k) with company match (if applicable)
• Paid vacation and holidays
• Professional development opportunities
• Collaborative and professional work environment