Tax Manager – Private Client Services

About the role

Join a high‑impact Private Client Tax team where you’ll advise ultra‑high‑net‑worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career.

Responsibilities

• Serve as a primary advisor to ultra‑high‑net‑worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting, and compliance services.
• Develop and maintain strong client relationships while acting as a trusted business partner.
• Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
• Advise investment‑focused clients, including hedge fund and private equity professionals.
• Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
• Interpret and analyze hedge fund and investment partnership K‑1 reporting.
• Conduct tax research and provide recommendations on complex technical tax matters.
• Review tax returns, workpapers, and deliverables prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state legislative and tax policy changes.
• Participate in client development and business growth initiatives.
• Collaborate closely with firm leadership to deliver exceptional client service.

Benefits

• Discretionary performance bonus
• Medical, dental, and vision coverage
• 401(k) plan and profit‑sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Basic Life, AD&D, and voluntary life insurance
• Inclusive parental leave benefits
• Generous PTO and paid firm holidays
• Employee wellness and assistance programs
• Training, certification, and professional development opportunities
• Recognition and rewards programs
• Community involvement and volunteer programs
• Strong mentorship and leadership development opportunities

Pay

$150,000 – $185,000 per year

Schedule

Hybrid work schedule with flexibility