What are the responsibilities and job description for the Tax Supervisor/Manager - Private Client Services position at WhiteCap Search?
We are seeking an experienced Tax Supervisor/Manager to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.
Job Function
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Job Function
- Serve as the primary point of contact for clients, delivering proactive tax planning and advisory services.
- Provide tailored guidance for S-Corps, high-net-worth individuals, trusts and estates, partnerships, and pass-through entities.
- Build and maintain strong client relationships, ensuring high levels of service, responsiveness, and satisfaction.
- Identify tax-saving opportunities and develop strategic planning initiatives across clients’ personal and business interests.
- Review complex federal, state, and local tax returns, including 1040 (individual), 1041 (trusts and estates), 1065 and 1120-S (partnerships and S corporations), and 709 (gift tax).
- Oversee tax filings for related entities such as management companies, holding companies, and investment partnerships.
- Handle foreign-related tax matters and filings as applicable.
- Bachelor's degree in Accounting from an accredited college/university required.
- Active CPA license or EA certification required.
- MST, JD, or LLM in Taxation a plus.
- 5 years of progressive tax experience in public accounting required.
- Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of CCH Axcess preferred.
- Experience with multi-entity and multi-state taxation issues.
- Proven leadership skills with the ability to manage multiple priorities and mentor team members.
- Strong interpersonal, verbal, and written communication skills with executive presence.
- Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
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Salary : $120,000 - $155,000