What are the responsibilities and job description for the Tax Manager - Boutique HNW Firm position at Oxford Tax Recruiting?
Join a growing public accounting firm serving high-net-worth individuals, families, and closely held businesses. This role is heavily focused on tax review, client relationships, staff development, and technical tax consulting in a collaborative, team-oriented environment.
Responsibilities ✅
- Review complex individual, trust, partnership, and S corporation tax returns.
- Advise high-net-worth clients and flow-through businesses on tax compliance and planning.
- Prepare tax projections, conduct research, and assist with consulting engagements.
- Manage and mentor a team of approximately three tax professionals.
- Serve as a primary client contact and provide exceptional client service.
- Collaborate with firm leadership to ensure timely, high-quality deliverables.
Qualifications 🎯
- CPA preferred.
- 5 years of public accounting tax experience.
- 1-2 years of tax management or supervisory experience.
- Strong technical expertise with complex 1040s, trusts, K-1s, partnerships, and S corporations.
- Experience working with high-net-worth individuals and closely held businesses.
- Proven ability to develop staff and manage client relationships.
- Strong communication, project management, and problem-solving skills.
Compensation & Benefits 💰
- $120,000-$150,000 base salary
- Medical, dental, and vision insurance
- 401(k) with employer match
- Profit sharing
- Flexible PTO with approximately 4-5 weeks annually
- Additional time off during slower periods
- Primarily in-office with some remote flexibility
Ideal Candidate 🌟
A technically strong tax professional who enjoys reviewing complex returns, advising sophisticated clients, mentoring staff, and contributing to a firm that combines big-firm caliber work with a collaborative, entrepreneurial culture.
Salary : $120,000 - $150,000