Tax Manager - Private Client Services

Tax Manager – Private Client Services

What You'll Do

• Act as a key liaison between senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
• Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• Do primary and secondary reviews of individual, fiduciary, trust, estate, gift, and multistate tax returns.
• Research and apply technical guidance on individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
• Find planning opportunities and advise clients on wealth transfer, estate planning, trust administration, and family financial matters.
• Serve as a main point of contact for multiple clients, and coordinate with attorneys, brokers, trustees, and other third parties.
• Prepare analysis, recommendations, and follow-up for client meetings and advisory conversations.
• Track tax law changes and assess how they may affect private clients and their planning strategies.
• Lead and manage client relationships with a focus on high-quality tax advice, and look for ways to expand the services we provide.
• Coach and mentor staff through one-on-one teachable moments and regular feedback.
• Support business development by building relationships with key service providers, finding opportunities with existing clients, and following through on new leads.

What You Bring

• Strong technical and analytical skills in private client tax services
• Ability to manage deadlines in a fast-paced environment
• A relationship-focused mindset and a passion for helping clients reach their goals
• Desire to coach and develop tax associates through knowledge sharing
• A professional, inclusive demeanor that contributes to a positive team culture
• Willingness to support business development efforts
• 5+ years of experience in public accounting, tax consulting, or a similar field
• 3+ years of direct private client tax services experience
• Bachelor's degree in accounting
• Active CPA license; CFP is a plus
• Working knowledge of Microsoft Office and tax preparation software

What We Offer

• A wide variety of client industries, so your day-to-day tax projects stay diverse
• Opportunities to build close, trusted relationships with clients
• An open environment that encourages new ideas and innovative methods
• Ongoing professional development and continuing education programs
• Access to multiple niche service and industry teams aligned with your interests
• A supportive, collaborative team environment
• A flexible work environment designed to support your professional and personal goals
• Opportunities for community involvement and impact

Pay

• The anticipated hiring range for this position is $108,600–$141,200, depending on relevant experience, qualifications, and skills.

Benefits

• Comprehensive medical, dental, and vision coverage
• 401(k), HSA, and FSA
• Eligibility for an annual performance bonus
• Disability and life assurance
• Generous Paid Time Off and Paid Care Leave
• Additional programs and resources to support you and your family

Qualifications Experience Preferred Active CPA license. At least five years of experience in public accounting, tax consulting, or other related work experience. Ability to develop relationships with current and potential clients. Equal Opportunity Employer
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