PCS Tax Manager

Ready to do more than review returns?

A leading public accounting and advisory firm is growing its Private Client Services practice and looking for a Tax Manager who wants a real seat at the table. You'll work directly with high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and estates on the decisions that shape their financial lives.

This is a chance to move beyond the annual filing cycle. You'll help clients plan around investments, closely held businesses, gifting, trusts, and estate matters, with experienced professionals across the firm's advisory platform alongside you.

Compensation: $150,000–$165,000 base salary + bonus, depending on experience, technical background, and market.

Responsibilities

• Manage complex tax engagements for high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held businesses
• Review complex individual, fiduciary, gift, estate, partnership, and related tax returns
• Develop and execute year-round tax planning strategies for private clients
• Advise clients on income tax planning, wealth transfer, gifting, trusts, estate considerations, and closely held business matters
• Work with clients whose financial lives span operating businesses, investment entities, real estate, trusts, and other complex structures
• Serve as a primary day-to-day advisor and build long-term relationships with clients and their families
• Coordinate with attorneys, wealth advisors, investment professionals, and other outside advisors on integrated client matters
• Research complex tax issues and translate technical guidance into practical recommendations
• Manage engagement scope, budgets, staffing, deadlines, and overall delivery
• Review work and provide technical direction to Seniors and Staff
• Mentor and develop junior professionals within the Private Client Services practice
• Identify additional planning and advisory opportunities within existing client relationships
• Collaborate across tax and advisory teams to provide clients with broader firm resources

Qualifications

• 6+ years of progressive public accounting tax experience
• Current Tax Manager, experienced Senior Tax Manager, or equivalent private client tax experience
• CPA required; advanced tax degree is a plus
• Significant experience serving high-net-worth and ultra-high-net-worth individuals and families
• Strong individual and fiduciary tax experience
• Experience with trusts, estates, and gift taxation
• Strong understanding of pass-through entities and closely held businesses as they relate to individual owners
• Experience providing tax planning and advisory services beyond annual compliance
• Ability to independently manage sophisticated client relationships
• Strong technical research and problem-solving skills
• Experience reviewing complex returns and developing junior professionals
• Ability to communicate confidently with clients, attorneys, wealth advisors, and other professional advisors

Why This One Is Worth a Conversation

You won't be confined to one piece of a client's tax picture. You'll bring together planning across income taxes, investments, businesses, trusts, estates, and gifting, and build relationships that last well beyond filing season.

You'll work with sophisticated clients, have direct access to senior leadership, and grow as both a technical tax professional and a trusted advisor.

Interested in a broader private client role? Let's talk.

All inquiries will be handled confidentially.