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Private Client Tax Manager

Synectics

Responsibilities

  • Execute and prepare individual and business tax returns for high-net-worth clients
  • Manage tax filing workflows and ensure timely compliance with federal and state requirements
  • Improve tax onboarding, documentation, and operational processes
  • Build scalable workflows and identify automation opportunities
  • Collaborate with advisory and tax teams to align execution with broader planning objectives
  • Support client communication and tax delivery standards
  • Maintain strong quality control and minimize rework and filing errors
Qualification
  • CPA license required
  • 3-7+ years of tax preparation or public accounting experience
  • Strong understanding of federal and state tax regulations
  • Experience preparing individual and business tax returns
  • Preferred experience working with high-net-worth clients
Benefits
  • Competitive base compensation based on experience
  • Performance-based bonus opportunities
  • Opportunity to work in a quality-focused, advisory-led environment
  • Exposure to process improvement and tax infrastructure development
Vacancy posted 1 day ago
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