Tax Manager, Private Client Services

Key Responsibilities

• Manage tax compliance, consulting, and planning engagements for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and their owners.
• Review tax returns, workpapers, and related deliverables for technical accuracy, completeness, and compliance with professional and firm standards.
• Work directly with clients and their advisors to gather information, identify needs, and develop practical tax planning and consulting strategies.
• Plan, coordinate, and oversee multiple engagements simultaneously, ensuring deadlines, budgets, and client expectations are met.
• Monitor engagement performance, including workflow, realization, staffing utilization, and timely billing.
• Serve as a primary point of contact throughout the engagement process and maintain strong, responsive client relationships.
• Identify tax planning opportunities and provide practical recommendations aligned with clients' personal, family, estate, philanthropic, and business objectives.
• Research complex tax matters, analyze technical issues, and develop well-supported conclusions and recommendations.
• Stay informed on tax law changes and communicate the impact of legislative, regulatory, and industry developments to clients and internal teams.
• Collaborate with specialists and professionals across service lines to address complex client needs and deliver integrated solutions.
• Lead, supervise, mentor, and develop tax professionals through coaching, training, delegation, and ongoing performance feedback.
• Review staff work and provide timely, constructive guidance to support technical growth and career development.
• Support recruiting, onboarding, training, and retention efforts within the Tax Practice.
• Contribute to practice growth by identifying opportunities to expand existing client relationships, participating in business development activities, and maintaining professional networks.
• Recommend and implement process improvements that enhance client service, engagement efficiency, and team effectiveness.

Requirements

• Bachelor's degree in Accounting or related field.
• Active CPA license required.
• 5+ years of progressive tax experience in public accounting, consulting, professional services, or private industry accounting.
• Significant experience serving high-net-worth individuals, trusts, estates, private foundations, closely held businesses, and their owners.
• Prior experience supervising, mentoring, and developing team members.
• Strong technical tax knowledge related to individual, trust, estate, gift, partnership, and S corporation taxation, as well as tax compliance, research, and planning.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Excellent verbal and written communication skills.
• Strong project management skills with the ability to manage multiple engagements, priorities, and deadlines.

Preferred Qualifications

• Experience with tax research databases, tax compliance software, AI tools, and document management systems.
• Familiarity with UltraTax, GoRS, CoCounsel, and other Thomson Reuters products.