A fast-paced wealth management firm is seeking a Tax Manager to join the team. The firm is collaborative and team-oriented, and tax is treated as a core part of the client experience rather than a back-office function. The Tax Manager is responsible for managing both client relationships and internal team members, serving as a primary point of contact for a portfolio of clients while delivering proactive tax guidance and extensive tax planning in close collaboration with the wealth management team.

Salary + Additional Benefits:

• $125,000-$165,000
• Performance Bonus: Eligible bonus tied to successful completion of tax season and overall firm performance
• 100% Company-Paid Medical Insurance Premiums
• 401K - company match

• Review (and some preparation) of individual federal and state income tax returns, as well as business, trust, and estate tax returns.
• Review (and some preparation) of U.S. filing requirements for reporting foreign assets.
• Ensure technical accuracy, completeness, and consistency across returns.
• Stay current on tax law changes and industry trends and apply them thoughtfully.
• Demonstrate strong technical judgment and understand the rationale behind tax positions and planning strategies.
• Apply technical knowledge to identify planning opportunities and improve outcomes.
• Engage in extensive tax planning for individuals, families, and business owners.
• Serve as a primary relationship manager for a portfolio of clients, ensuring high-touch, responsive service.
• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans.
• Anticipate client needs and proactively identify risks and opportunities.
• Serve as a trusted tax resource to advisors and clients.
• Be energized by client conversations and embrace the opportunity to advise frequently and meaningfully.
• Manage and mentor team members, providing guidance, review, and technical oversight.
• Delegate effectively while maintaining accountability for quality and deadlines.
• Support professional development through coaching and real-time feedback.
• Foster a culture of ownership, responsiveness, and high standards.

• CPA license required
• 5-7 years of experience in public accounting
• Strong experience with individual and closely held business taxation
• Experience reviewing complex tax returns
• Strong client communication and relationship management skills
• Experience mentoring or managing junior staff preferred
• Experience with international tax reporting (FBAR, Form 8938, etc.) is a plus