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The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

Manage and grow client relationships by developing personalized wealth plans, onboarding new clients, leading meetings, coordinating cross-departmental solutions, mentoring colleagues, and driving assets under management while ensuring exceptional client service.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account and custodial transactions, maintaining CRM and planning software, preparing meeting materials, conducting research, and presenting recommendations to help clients meet financial goals.

Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

Lead full-cycle executive and senior-level recruiting: define search criteria, source passive candidates, run confidential searches, manage interview processes, advise on offers and negotiation, perform market mapping, and coordinate high-touch onboarding with leadership and HR partners.

Serve as lead tax advisor for high-net-worth individuals, families, and businesses. Manage client portfolio, provide tax planning and compliance, review and sign multi-entity federal and multi-state tax returns, supervise and mentor staff, conduct complex tax research, represent clients before tax authorities, and support client retention and firm growth.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.