Tax Manager - Private Wealth, PCS

Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax Keep up to date on trends, developments, and technical authorities and apply them to complex situations Participate in firm-wide learning and development programs Network and build strong internal and external client relationships Support the growth and development of team members Work side-by-side with firm leadership to serve clients and build the business Mentor and coach staff, developing their technical and professional skills Requirements 4-year degree required CPA, Law License, or Enrolled Agent required Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm Two (2) years of supervisory experience, mentoring and counseling associates Experience in Private Wealth/Private Client Services preferred Demonstrated management, analytical, organization, interpersonal, project management, and communication skills Ability to lead and supervise others and provide exceptional client service Commitment to continuous learning and staying current regarding applicable strategies Ethical knowledge and commitment Sense of urgency and commitment to quality and timely project completion Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Core Competencies Expertise in tax compliance and strategic consulting for high-net-worth individuals and families, with a strong focus on federal estate, gift, and charitable planning. Proven ability to mentor and develop team members while delivering exceptional client service and maintaining ethical standards. Highest-signal resume keywords CPA Tax Compliance Private Wealth Services Supervisory Experience Client Relationship Management ATS Optimization Keywords Hard Skills Tax Return Preparation Estate Planning Gift Tax Planning Analytical Skills Project Management Soft Skills Interpersonal Skills Communication Skills Mentoring Organizational Skills Certifications & Qualifications CPA Law License Enrolled Agent Industry Keywords High-Net-Worth Individuals Multi-Generational Families Family Offices Investment Entities Continuous Learning Tools & Technologies Microsoft Suite Tax Software #J-18808-Ljbffr Jobtailor