Tax Manager
About The Position
The Tax Manager will support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment. This role involves working alongside wealth advisors to implement tax strategies that complement clients’ broader financial plans, and building strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs. The Tax Manager will review and sign complex tax returns (individual, fiduciary, and small business) with attention to accuracy and alignment with client goals, and assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies. Additionally, the role contributes to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows, and communicates clearly and effectively through client emails, technical memos, and planning documents. The Tax Manager will also promote collaboration between tax and wealth teams by fostering open communication and shared client understanding.
Requirements
- Ability to work and deliver the quality product under tight timeframes
- Excellent communication skills must be a team player
- Strong analytical skills
- Proficiency in Microsoft Office
- Experience in tax software
- Active CPA or EA license is required
- Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
Nice To Haves
- A master’s degree in taxation or MBA is preferred
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
Responsibilities
- Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
- Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
- Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
- Review and sign complex tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
- Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
- Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
- Communicate clearly and effectively through client emails, technical memos, and planning documents
- Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding
Benefits
- Competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Manager
