What are the responsibilities and job description for the Tax Manager - Private Client Services position at Keiter?
What You’ll Do
- Serve as a key liaison between managers, 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.
- Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
- Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
- Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
- Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
- Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
- Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
- Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
- Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
- Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
- A large variety of client industries, allowing for diverse day‑to‑day tax projects
- Opportunities to build close, trusted relationships with clients
- An open environment that encourages new ideas and innovative methodologies
- 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
What You Bring
- Strong technical and analytical skills in private client tax services.
- Ability to manage deadlines and meet time constraints in a fast‑paced environment
- A relationship‑focused mindset with a passion for helping clients achieve their goals
- Desire to coach and develop tax associates through knowledge sharing
- 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 similar, with a focus on private client tax services.
- 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
Pay
- The anticipated hiring range for this position is $108,600-$141,200 and is dependent on relevant experience, qualifications, and skills.
Benefits
- Comprehensive medical, dental, and vision coverage
- 401K, 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
Salary : $108,600 - $141,200