Tax Supervisor/Manager - Private Client Services

About the role

This role focuses on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.

Responsibilities

• Serve as the primary point of contact for clients, delivering proactive tax planning and advisory services.
• Provide tailored guidance for S-Corps, high-net-worth individuals, trusts and estates, partnerships, and pass-through entities.
• Build and maintain strong client relationships, ensuring high levels of service, responsiveness, and satisfaction.
• Identify tax-saving opportunities and develop strategic planning initiatives across clients’ personal and business interests.
• Review complex federal, state, and local tax returns, including 1040 (individual), 1041 (trusts and estates), 1065 and 1065-S (partnerships and S corporations), and 709 (gift tax).
• Oversee tax filings for related entities such as management companies, holding companies, and investment partnerships.
• Handle foreign-related tax matters and filings as applicable.

Requirements

• Bachelor's degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification required.
• MST, JD, or LLM in Taxation a plus.
• 5+ years of progressive tax experience in public accounting required.
• Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Experience with multi-entity and multi-state taxation issues.
• Prominent leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills with executive presence.
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.