Tax Manager

KBW Financial Staffing is working with a well-established wealth management firm on a search for a Tax Manager to join their team on a permanent, hybrid basis. This is an excellent opportunity for a tax professional coming out of public accounting who is looking to transition into a wealth management environment while continuing to work with sophisticated, high-net-worth clients. The role offers the opportunity to take ownership of a portfolio, work directly with clients and their advisors, and provide year-round tax planning and advisory services. Responsibilities Manage a portfolio of high-net-worth individual clients and related tax returnsOversee the preparation and review of individual, fiduciary, partnership, and other entity tax returnsServe as a primary point of contact for clients and their outside advisorsProvide year-round tax planning and advisory servicesAdvise clients on estimated tax payments, tax strategies, and other planning opportunitiesWork closely with clients and internal team members to ensure accurate and timely completion of tax matters Qualifications 4–5+ years of tax experience in public accountingExperience working with high-net-worth individuals preferredStrong understanding of individual and related entity taxationExcellent attention to detail and organizational skillsStrong Excel skillsCPA or EA preferred, but not required Compensation & Work Environment $125,000–$170,000 base salary, depending on experienceBonus opportunityHybrid work scheduleOpportunity to build long-term relationships with high-net-worth clientsStrong opportunity for a public accounting tax professional looking for a more relationship-driven wealth management environment For immediate consideration, please submit an updated copy of your resume in Word format to Trevor Mallett at tmallett@kbwfinancial.com *KBWMON* *KBW789*