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The Tax Manager advises clients on tax strategies, reviews tax returns and engagement workpapers, supervises and trains accounting staff, researches complex tax matters, responds to tax authorities, manages multiple engagements, oversees billing and quality control, develops client relationships, and supports business growth. The role focuses on pass-through entities, S-Corporations, partnerships, high-net-worth individuals, C-Corporations, and trusts.

Supervise business management services for high-net-worth and entertainment industry clients. Oversee accounting operations, cash management, payroll, accounts payable, financial reporting, tax support, financing packages, and complex accounting matters. Serve as the primary client relationship manager, resolve engagement issues, and supervise, mentor, and review Account Managers and support staff while communicating risks and opportunities to partners.

Leads complex high-net-worth tax engagements, including individual, trust, estate, gift, partnership, and pass-through returns. Provides strategic tax planning, wealth preservation, succession, and income-tax guidance to affluent clients, families, family offices, and closely held businesses. Manages client relationships, tax research, examinations, engagement delivery, and team development while supporting business growth and practice expansion.

Lead tax planning, compliance, and accounting services for high-net-worth individuals, executives, entrepreneurs, and closely held businesses. Prepare and review complex tax returns, resolve accounting issues, oversee client engagements, support audits and reporting, advise clients, and mentor team members.

Lead public sector consulting and internal audit engagements for government organizations. Advise executives, audit committees, and governing boards on risk, governance, compliance, internal controls, and operational improvement. Oversee engagement strategy, staffing, budgets, quality, and client satisfaction while mentoring consulting teams. Drive business development, client relationships, proposals, networking, and thought leadership. The role requires significant public sector experience, a CPA, and expertise in internal audit and enterprise risk management.

Leads state and local income tax compliance operations, supervises multiple engagements, reviews complex multistate returns, handles tax authority notices and client representation, researches complex tax matters, and drives business development. Manages budgets, develops employees, coordinates department activities, and provides firm leadership. Requires deep expertise in state tax concepts, pass-through taxation, compliance technology, client service, and team management.

Leads complex tax planning and compliance engagements for individuals and businesses, advises high-net-worth clients on tax and financial matters, reviews financial statements and returns, oversees engagement quality and staffing, manages workflows and billing, and mentors tax professionals. Partners with attorneys, wealth managers, bankers, and other advisors while ensuring regulatory compliance and high-quality client deliverables.

Oversee day-to-day financial operations for a portfolio of clients, including bookkeeping, reconciliations, cash flow reporting, journal entries, accounts payable and receivable, 1099 reporting, and financial record maintenance. Serve as the primary contact for clients, vendors, banks, and advisors while resolving accounting issues, ensuring compliance, delivering timely reporting, and providing responsive client service.

Supports public sector advisory engagements for state and local government clients. Responsibilities include data analysis, testing, documentation, stakeholder interviews, process walkthroughs, workpaper and report preparation, project tracking, research, and proposal support. The role contributes to internal audits, performance audits, process reviews, internal control assessments, and operational improvement initiatives while developing expertise in government operations, governance, compliance, and service delivery.

Manages tax compliance, planning, and advisory services for businesses, pass-through entities, corporations, trusts, and high-net-worth individuals. Reviews complex returns and workpapers, researches tax matters, responds to tax authorities, oversees engagements, manages client relationships and billing, and supports business development. The role also supervises, mentors, and develops tax staff while ensuring deadlines, budgets, quality, and client expectations are met.