Tax Manager - Investment Advisory Firm

We are seeking a Tax Manager to join a collaborative team that provides comprehensive tax compliance and planning services to high‑net‑worth individuals, trusts, estates, and closely held businesses. This role is ideal for someone who enjoys client service, prefers a supportive environment without traditional billable‑hour pressure, and values work‑life balance.

Key Responsibilities

• Prepare, review, and sign federal and multistate tax returns for individuals, trusts, and business entities
• Create quarterly estimates, projections, and related analyses
• Communicate clearly with clients regarding tax matters, deliverables, and timelines
• Conduct tax research and explain the impact of tax law changes
• Respond to tax notices and oversee correspondence with federal and state agencies
• Mentor and support tax associates and specialists
• Manage multiple engagements and deadlines in a fast‑paced environment

Qualifications

• 5 years of public accounting or equivalent tax experience
• Bachelor’s degree in Accounting or related field
• CPA or EA required
• Strong technical tax knowledge and general accounting skills
• Experience with common tax software platforms (e.g., CCH, SafeSend, GoSystem)
• Highly organized, detail‑oriented, and able to manage high volumes of work
• Strong communication skills and ability to explain tax concepts clearly

Work Environment This role follows standard business hours, with additional availability during peak tax periods. Work may be performed in an office or a dedicated home workspace. Hybrid flexibility is available depending on business needs.

Compensation & Benefits

• Base salary range: $135,000 – $145,000
• Incentive compensation eligibility
• Comprehensive benefits package including medical, dental, vision, disability, life insurance, paid holidays, PTO, parental leave, retirement plan with match, and additional wellness and family support programs