Family Wealth Services Tax Manager
About The Position
Our Family Wealth Services Group is seeking a Tax Manager to lead and deliver high-quality tax compliance and planning services for high net-worth (HNW) individuals and family groups. This role focuses on complex individual income tax, fiduciary income tax, and transfer tax (gift and estate) matters, and includes technical review, client ownership for assigned relationships, and staff development. We’re seeking a professional who combines strong technical tax knowledge with sound judgment, critical thinking skills, and a client-focused mindset. The ideal candidate thrives in a collaborative environment, takes ownership of client relationships and results, understands the level of effort required to meet client needs, and demonstrates professionalism in every interaction.
Requirements
- 5–7+ years of experience in public accounting or a professional tax environment, including at least 3 years focused on high-net-worth individuals, trusts, and estates.
- Experience with tax compliance and planning including Forms 1040, 1041, 706, and 709 is required.
- Active CPA or Enrolled Agent (EA).
Nice To Haves
- Proficiency with CCH Axcess products.
- Familiarity with estate and trust administration.
Responsibilities
- Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters.
- Develop and maintain strong relationships with assigned clients and serve as a regular point of contact for tax matters affecting individuals and trusts/estates.
- Plan, supervise, and complete multiple client engagements, balancing several larger, complex engagements alongside smaller engagements throughout the year.
- Prepare and review individual, fiduciary, and transfer tax returns.
- Identify and evaluate tax planning opportunities for high-income taxpayers and family groups.
- Research, analyze, and communicate federal and state tax matters affecting high-net-worth individuals, trusts, estates, and family groups.
- Monitor new developments in technical tax areas affecting HNW individuals and trusts/estates; assess impact on clients and firm positions.
- Supervise staff including training, mentoring, and providing feedback on a regular basis.
- Participate in functional operations of the firm and tax practice as assigned.
- Participate in business development including cultivating referral networks and strategic relationships
Benefits
- health, dental and vision coverage
- 15 days of PTO to start
- 12 paid holidays
- a 401(k) plan with 3% contribution each year
- company-paid life, short-term and long-term disability insurance
- free parking
- flexible summer hours
- some ability to work remotely
- Meals and snacks are offered during the tax busy season.
- “Dress for your day” is the business casual attire chosen by staff, based on the daily schedule.
- Flexible work schedule is also available year round.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
