Tax Manager
Job Description
We are seeking an experienced Tax Manager to join a growing financial advisory and planning firm with an integrated approach to tax, financial planning, and wealth management services. This role offers a unique opportunity to help establish and lead an internal tax department that will play a key role in supporting the firm’s expanding client base.
The ideal candidate will bring strong technical tax expertise, leadership capabilities, and a client-focused mindset. This individual will work closely with high-net-worth individuals, trusts, and business entities while helping to develop scalable tax processes and mentor junior staff.
Key Responsibilities:
- Review and finalize complex federal and state individual, fiduciary, partnership, S-corporation, and gift tax returns
- Prepare tax returns for high-complexity clients and engagements
- Develop and oversee tax planning projections for individuals and trusts
- Research and respond to IRS and state tax notices
- Provide guidance and direction to staff on tax planning and compliance matters
- Train, mentor, and develop tax professionals within the department
- Assist in building and expanding the firm’s internal tax function and service offerings
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Job Requirements
Qualifications:
- Minimum of 7 years of experience preparing and reviewing complex federal and state individual, fiduciary, and partnership tax returns
- Bachelor’s degree in Accounting, Finance, Economics, or related field required
- CPA license and/or advanced degree in taxation preferred
- Experience with investment partnership K-1 reporting and multi-state nonresident tax filings
- Familiarity with S-corporation, gift tax, and estate tax return preparation and review
- Estate administration experience is a plus
- Strong verbal and written communication skills with the ability to interact professionally with clients and team members
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