Tax Services Manager

About the role

The Tax Services Manager oversees preparation and review of complex tax returns, serves as the primary relationship manager for a client base, integrates tax strategy into holistic client financial plans, manages tax deadlines, and supports business development.

Responsibilities

• Oversee preparation and review of complex tax returns including individual (1040), S-Corp (1120S), partnerships (1065), C-Corp (1120), estates and trusts
• Review returns prepared by Tax Associates and provide technical feedback and coaching
• Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
• Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
• Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
• Conduct proactive mid-year and year-end tax planning sessions with clients
• Ensure quality control and technical accuracy across all client deliverables
• Stay current on federal and state tax law changes and communicate implications to clients and team members
• Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
• Partner with leadership on process improvements, technology adoption, and department goals

Requirements

• Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred
• PTIN required
• Minimum 5 years of progressive tax experience, including at least 2 years in a supervisory or lead role
• Experience preparing and reviewing complex individual and business returns in a client-facing environment
• Strong knowledge of high-net-worth tax strategies including deferred compensation, investment taxation, and entity structuring
• Proficiency in tax software such as CCH Axcess
• Excellent communication skills with the ability to simplify complex tax concepts for clients
• Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
• Experience working within or alongside a wealth management or financial planning environment preferred
• Ability to work extended hours during tax season (January–April and other peak periods)

Qualifications

• Bachelor's degree (4-year degree)

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) with match
• Company-paid STD, Life Insurance, & parental leave

Pay

$130,000 - $150,000 plus 10% yearly discretionary bonus

Schedule

Monday-Friday (8am-5pm) with a hybrid schedule after successful training period