Tax Manager

An expanding wealth management firm is seeking an in-house Tax Manager for its New Jersey office. The firm serves individuals, families, and businesses with personalized financial and legacy planning, managing over $15B in assets for 13,000 clients. This role will start as an individual contributor with the opportunity to build a tax team over time. The Tax Manager will partner closely with financial advisors and provide high-touch tax planning, compliance, and advisory services to high-net-worth clients.Job Function:Deliver exceptional tax planning, tax prep management, compliance, and advisory services for high-net-worth clients.Review and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission.Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.Conduct research on complex tax issues and document clear responses to client and Advisor questions.Mentor and train junior tax staff as the department grows.Manage and execute special projects as assigned.Job Requirements: 8-12+ years of relevant tax experience in a public accounting firm or RIA.Active CPA certification is required.Bachelor's degree in accounting, finance, economics, or a related field.Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships.Experience with Holistiplan is preferred.Proficiency in MS Office applications.JD or Masters in Tax is a plus Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.