Tax Manager - Private Client Services

Job Description

Job Description

Tax Manager – Private Client Services

What You'll Do

• Act as a key liaison between senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
• Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• Do primary and secondary reviews of individual, fiduciary, trust, estate, gift, and multistate tax returns.
• Research and apply technical guidance on individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
• Find 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 how they may affect private clients and their planning strategies.
• Lead and manage client relationships with a focus on high-quality tax advice, and look for ways to expand the services we provide.
• Coach and mentor staff through one-on-one teachable moments and regular feedback.
• Support business development by building relationships with key service providers, finding opportunities with existing clients, and following through on new leads.

What You Bring

• Strong technical and analytical skills in private client tax services
• Ability to manage deadlines in a fast-paced environment
• A relationship-focused mindset and a passion for helping clients reach their goals
• Desire to coach and develop tax associates through knowledge sharing
• A professional, inclusive demeanor that contributes to a positive team culture
• Willingness to support business development efforts
• 5+ years of experience in public accounting, tax consulting, or a similar field
• 3+ years of direct private client tax services experience
• Bachelor's degree in accounting
• Active CPA license; CFP is a plus
• Working knowledge of Microsoft Office and tax preparation software

What We Offer

• A wide variety of client industries, so your day-to-day tax projects stay diverse
• Opportunities to build close, trusted relationships with clients
• An open environment that encourages new ideas and innovative methods
• Ongoing professional development and continuing education programs
• Access to multiple niche service and industry teams aligned with your interests
• A supportive, collaborative team environment
• A flexible work environment designed to support your professional and personal goals
• Opportunities for community involvement and impact

Pay

• The anticipated hiring range for this position is $108,600–$141,200, depending on relevant experience, qualifications, and skills.

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 you and your family