Tax Manager - Private Client Services

About the Role

Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers also participate in firm administration and management, including staff and firm development.

Responsibilities

• Dedicated to high‑caliber client service.
• Supervise staff and seniors and review their work product for completeness and accuracy.
• Provide timely, high‑quality services that meet or exceed client expectations.
• Develop rapport with client personnel and the firm engagement team.
• Exhibit excellent project management, analytical, interpersonal, oral and written communication skills.
• Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels for individuals, trusts, and estates.
• Explain tax objectives, budget information, and other relevant engagement information to staff and seniors.
• Research tax issues, develop sound solutions, and discuss issues with the engagement principal and management.
• Monitor job progression, including budgeted versus actual hours, and provide timely updates to the principal.
• Use technical expertise to develop others through training sessions, mentoring, supervision, and coaching.
• Provide seniors and staff with timely, honest, and constructive feedback.
• Identify proposal opportunities for services to existing or prospective clients and communicate them to firm management.

Qualifications

• Minimum of 5 years of experience providing tax compliance and planning services to high‑net‑worth individuals and family groups.
• CPA or JD required; MST or LLM in Taxation is a plus.

Work Environment

• Minimal travel required.
• Flexible schedule based on business needs.
• Hybrid work option available.
• Supportive and collaborative culture that promotes work‑life balance.

Benefits

• Flexible paid time off program, 5 sick days, 11 paid holidays.
• 6‑week paid parental leave.
• Health, dental, vision, pet, disability, and life insurance.
• 401(k) plan with company match.
• Profit sharing plan.
• Business‑casual office environment.