Tax Manager - Private Wealth

About the role

Recruiting for this role ends on May 31, 2027.

What You'll Do

• Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
• Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
• Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.
• Become involved in leading client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits.

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
• Bachelor's degree in accounting, finance, or other business-related field.
• 5+ years of public accounting experience (at least 3 years in investment management).
• Experience reviewing partnership and/or trust documents.
• Experience managing projects including scheduling, budgeting, client correspondence, and billing.
• Limited immigration sponsorship may be available.
• One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP).
• Advanced degree such as MST, MAcc, JD, or LLM preferred.
• Prior Big 4 or large CPA firm experience.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
• Knowledge of fund accounting and general ledger accounting.