Tax Manager
Liberty Staffing LLC
Tax Manager
As Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You'll Be Doing • Lead and oversee tax engagements for UHNW families and private clients • Review and prepare complex federal and state returns (individual, trust, estate, partnership) • Provide strategic advice on income, estate, gift, and trust tax matters • Partner with legal, wealth, and investment advisors to deliver holistic solutions • Serve as a trusted advisor to clients year-round, not just during tax season • Mentor and develop associates and advisors, helping shape best practices across the team • Contribute to process improvement and uphold a culture of excellence
Requirements Who You Are • 4+ years of progressive experience in tax advisory or public accounting • Active CPA required; Master's in Taxation or Accounting preferred • Strong technical expertise in individual, partnership, trust, estate, and gift taxation • Proven ability to lead client relationships and manage multiple engagements • Excellent communicator with a collaborative, service-first mindset • Big Four experience strongly preferred • Experience with family offices or private wealth clients is a plus • Demonstrated stability and long-term growth in prior roles
Benefits Featured benefits Medical insurance Vision insurance Dental insurance 401(k) Tuition assistance
Vacancy posted 1 day ago
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