Tax Manager, Private Client Services

Seeking a Tax Manager opportunity to lead tax compliance, planning, consulting, and advisory engagements for high net worth individuals, families, trusts, estates, private foundations, and closely held businesses while delivering exceptional client service and developing high performing teams.

Roles & Responsibilities

• Manage tax compliance, consulting, and planning engagements for high net worth individuals, families, trusts, estates, private foundations, closely held businesses, and their owners.
• Review tax returns, workpapers, and related deliverables for technical accuracy, completeness, and compliance with professional and firm standards.
• Work directly with clients and their advisors to gather information, identify needs, and develop practical tax planning and consulting strategies.
• Plan, coordinate, and oversee multiple tax engagements while ensuring deadlines, budgets, and client expectations are met.
• Monitor engagement performance, workflow, staffing utilization, realization, and timely billing.
• Serve as the primary point of contact throughout engagements and maintain strong client relationships.
• Identify tax planning opportunities and provide recommendations aligned with clients' personal, family, estate, philanthropic, and business objectives.
• Research complex tax matters, analyze technical issues, and develop well supported conclusions and recommendations.
• Stay current with tax law changes and communicate legislative and regulatory updates to clients and internal teams.
• Collaborate with cross functional professionals to deliver integrated tax solutions.
• Lead, supervise, mentor, and develop tax professionals through coaching, training, delegation, and performance feedback.
• Review staff work and provide technical guidance to support professional development.
• Support recruiting, onboarding, training, and retention initiatives within the tax practice.
• Participate in business development activities and identify opportunities to expand existing client relationships.
• Recommend and implement process improvements to enhance client service, engagement efficiency, and team effectiveness.
  
  

Qualifications

• Bachelor's degree in Accounting or a related field.
• Active CPA license required.
• 5 years of progressive tax experience in public accounting, consulting, professional services, or private industry accounting.
• Experience serving high net worth individuals, trusts, estates, private foundations, closely held businesses, and their owners.
• Experience supervising, mentoring, and developing tax professionals.
• Strong technical knowledge of individual, trust, estate, gift, partnership, and S corporation taxation.
• Experience with tax compliance, tax planning, tax research, and consulting engagements.
• Strong project management skills with the ability to manage multiple engagements and deadlines.
• Experience with tax research databases, tax compliance software, AI tools, and document management systems.
• Familiarity with UltraTax, GoRS, CoCounsel, and Thomson Reuters products.