Tax Manager – Private Client Services
Jobot · Bethesda, MD · 1 mo ago
On-siteFinance$150k–$185k/yrFull-time
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.
Hosted by Brad Trombly.
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
Salary: $150,000 - $185,000 per year
Schedule
Hybrid work schedule with flexibility