Tax Manager

No billable hours. No audits. No business development. Just high-quality tax work for high-net-worth families — inside one of the most innovative wealth management firms in the country.

For 30 years, our client has helped over 30,000 families simplify and grow their financial lives by bringing tax, planning, investments, estate, and insurance under one roof. Fun, flexible and a team that's 50% women. This isn't your father's accounting firm.

The Rol

eAs Tax Manager, you'll partner directly with wealth advisors to deliver best-in-class tax compliance to HNW individuals, businesses and trusts. You'll prepare, review and sign returns, run projections, answer complex tax questions, mentor junior staff, and stay ahead of law changes — all without the noise that burns people out in public accounting

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What You Bri

ng✔ CPA or EA required (signing authority is a mus

t)✔ 5 years in public accounting or equivale

nt✔ Strong HNW individual and business return experien

ce✔ Clear communicator — you simplify complexity for clien

ts✔ CCH Axcess experience a pl

us
Why You'll Love

It💰 $120–145K base 15% bo

nus🏖️ Full week off at Thanksgiving 14 paid holidays generous

PTO📈 401(k) with per-paycheck match Roth opt

ion👶 8 weeks paid parental leave maternity benef

its🏥 Medical, dental, vision, HSA, FSA, pet insurance company-paid concierge servi

ces🚫 Zero billable hours. Zero audits. Zero business developme

nt.If you're a sharp tax professional ready to do meaningful work for real families — without sacrificing your own life — let's ta

lk.📩 DM me or apply bel