Tax Manager (Wealth Management Firm)

The Tax Manager supports a high‑net‑worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. This role is ideal for someone who enjoys client service without the traditional public‑accounting pressures of billable hours, audit work, or business development. The environment emphasizes work/life balance, collaboration, and direct client interaction.Key Responsibilities 🔑

• 📝 Tax return preparation — Prepare, review, and sign returns for individuals, trusts, and entities.
• 📊 Estimates & projections — Develop quarterly estimates and forward‑looking tax projections.
• 💬 Client communication — Provide clear, timely updates on all tax‑related matters.
• 📚 Tax research — Identify and communicate impacts of tax law changes.
• 🔍 Issue resolution — Work with staff to respond to tax notices and review correspondence.
• 🤝 Team mentorship — Guide and support junior tax team members.

Qualifications 🎓

• ⏱️ 5 years of public accounting or equivalent experience
• 📜 Bachelor’s in Accounting or related field
• 🏆 CPA or EA required; Master’s in Tax preferred
• 🧠 Strong technical tax knowledge and general accounting skills
• 🗂️ Highly organized, detail‑oriented, and able to manage high‑volume workloads
• 🗣️ Excellent communication skills and ability to explain complex concepts clearly

Work Environment 🏢

• 🕒 Standard business hours, with occasional extended hours during tax season
• 💻 Hybrid or office‑based setup; must be able to work in a professional, interruption‑free environment
• 🪑 Routine sitting/standing; minimal physical requirements

Compensation & Benefits 💰

• 💵 Base salary range: $120,000–$150,000
• 📈 Incentive compensation eligibility
• 🏥 Comprehensive benefits package including medical, dental, vision, life and disability insurance, paid parental leave, paid holidays, PTO, retirement plan with match, and additional wellness and family‑support programs