What are the responsibilities and job description for the Tax Manager position at Whitman Advisory Job Community?
Tax Manager
💼 Compensation: Commensurate with experience
About the Opportunity
A respected CPA and advisory firm is seeking an experienced Tax Manager to join its growing private client services team. This is an excellent opportunity for a CPA with a stable career track and a strong background in serving high-net-worth individuals and families. The firm offers a collaborative, flexible hybrid environment and clear pathways for professional growth.
Key Responsibilities
- Manage and review complex individual, fiduciary, and related entity tax returns for high-net-worth clients.
- Provide proactive tax planning, wealth preservation, and advisory services tailored to each client’s goals.
- Oversee and mentor tax staff, ensuring technical excellence and professional development.
- Collaborate with partners and advisors on sophisticated tax strategies, estate planning, and multi-state compliance.
- Maintain and grow strong client relationships through exceptional communication and service delivery.
- Support firm initiatives and contribute to process improvements within the tax department.
Qualifications
- Active CPA license required.
- 7 years of progressive public accounting experience, with significant exposure to high-net-worth individual taxation.
- Strong generalist tax background (individual, trust, partnership, S-Corp).
- Demonstrated history of stable tenure and consistent career progression.
- Excellent technical, analytical, and communication skills.
- Ability to work effectively in a hybrid environment and manage multiple priorities.
Compensation & Benefits
- Competitive salary, commensurate with experience.
- Comprehensive benefits package, including health, retirement, and paid time off.
- Flexible hybrid work schedule and a supportive, team-focused culture.
- Professional development opportunities and long-term career advancement.