Tax Manager - Private Client Services
About The Position
The Tax Manager – Private Client Services manages tax engagements and client relationships for high-net-worth individuals, families, trusts, estates, and related entities. The role serves as a liaison among clients, senior managers, partners, staff, and outside advisors throughout engagements, and provides technical tax guidance, planning recommendations, and high-quality advisory services. The Tax Manager reviews individual, fiduciary, trust, estate, gift, and multistate tax returns; researches and applies relevant tax guidance; identifies wealth-transfer and estate-planning opportunities; and assesses the effects of tax law changes on clients’ strategies. The role also prepares analyses and recommendations for client conversations, coordinates with external professionals, mentors staff, and supports business development and expansion of client services.
Requirements
- Strong technical and analytical skills in private client tax services.
- Ability to manage deadlines in a fast-paced environment.
- Relationship-focused mindset and passion for helping clients reach their goals.
- Desire to coach and develop tax associates through knowledge sharing.
- Professional, inclusive demeanor that contributes to a positive team culture.
- Willingness to support business development efforts.
- At least 5 years of experience in public accounting, tax consulting, or a similar field.
- At least 3 years of direct private client tax services experience.
- Bachelor's degree in accounting.
- Active CPA license.
- Working knowledge of Microsoft Office and tax preparation software.
Nice To Haves
- CFP certification.
Responsibilities
- Act as a key liaison among senior managers, partners, clients, staff, and outside advisors throughout Private Client Services tax engagements.
- Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
- Perform primary and secondary reviews of individual, fiduciary, trust, estate, gift, and multistate tax returns.
- Research and apply technical guidance on individual and fiduciary taxation, trusts, estates, and compliance matters.
- Identify planning opportunities and advise clients on wealth transfer, estate planning, trust administration, and family financial matters.
- Serve as a main point of contact for multiple clients and coordinate with attorneys, brokers, trustees, and other third parties.
- Prepare analysis, recommendations, and follow-up for client meetings and advisory conversations.
- Track tax law changes and assess their potential effects on private clients and their planning strategies.
- Lead and manage client relationships, provide high-quality tax advice, and identify opportunities to expand services.
- Coach and mentor staff through individual teachable moments and regular feedback.
- Support business development by building relationships with key service providers, identifying opportunities with existing clients, and following up on new leads.
Benefits
- Comprehensive medical, dental, and vision coverage.
- 401(k), HSA, and FSA.
- Eligibility for an annual performance bonus.
- Disability and life assurance.
- Generous paid time off and paid care leave.
- Additional programs and resources to support employees and their families.
- Ongoing professional development and continuing education programs.
- Flexible work environment designed to support professional and personal goals.
- Opportunities for community involvement and impact.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
