Tax Manager CPA

About the role

Join a partner-led firm with an integrated tax and wealth platform serving high-net-worth individuals and business owners. This role sits at the intersection of tax compliance, advisory, and client relationship management, with direct exposure to complex financial situations and investment-related tax work.

Responsibilities

• Oversee preparation and review of individual and business tax returns
• Manage a portfolio of SMB and high-net-worth clients
• Serve as a primary client contact, providing guidance on tax strategy and implications
• Lead work involving multi-entity structures (LLCs, S-Corps, partnerships)
• Handle more complex scenarios including investment-related and financial asset tax work
• Mentor junior staff and ensure quality, accuracy, and timeliness across engagements

Qualifications

• CPA license required
• Approx. 5-10+ years of hands-on tax experience
• Strong background in individual + business tax returns
• Experience managing client relationships directly
• Proven ability to manage multiple deadlines and client deliverables

Preferred Experience

• Exposure to high-net-worth clients, local business owners (smb, mid-size) and/or investment-related tax work
• Experience with funds, securities, or complex financial structures
• Advisory mindset with ability to go beyond compliance

What Success Looks Like

• Independently manages a portfolio of clients
• Delivers accurate, on-time filings with minimal oversight
• Acts as a trusted advisor and expands client relationships

Pay & Benefits

Compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.