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Tax Manager / Tax Director (BOE)

$150k - $225k

Atlas Search

Our client, a highly respected wealth management firm based in Morris County, NJ, is seeking a Tax Manager or Tax Director to help build and lead a growing tax platform focused on HNW individuals and families. This is a high-impact leadership opportunity to shape a sophisticated tax practice, drive strategic offerings, and partner closely with advisors and firm leadership as the organization invests in its next phase of growth. The annual base salary range is $150,000 to $225,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer. Job Responsibilities Deliver high-touch tax planning, compliance, and advisory services to high-net-worth clients, including individuals, families, trusts, partnerships, and S-corps Manage and review the work of offshore tax teams and ensure timely, accurate filing of tax returns (1040, 1041, 1065, 1120-S) Lead client meetings on tax strategy, questions, and recommendations, providing hands‑on service and actionable planning insights Partner with wealth advisors and other internal teams to deliver comprehensive solutions and support cross-functional compliance Analyze tax returns for planning opportunities, risks, and process improvements Conduct research and document responses to complex tax issues as they relate to client and advisor inquiries Mentor, train, and support the growth and development of junior tax professionals as the department expands Manage special projects and support firmwide initiatives associated with the expanding tax practice Job Requirements Minimum 8 years’ experience as a Tax Manager or Senior Tax Manager in public accounting or an RIA/wealth management environment Experience managing or overseeing offshore tax preparation teams preferred Active CPA license required Bachelor’s degree in Accounting, Finance, Economics, or related field required In‑depth knowledge of tax regulations for individuals, S‑corp entities, trusts, and partnerships Proficiency in MS Office; experience with Holistiplan is a plus Exceptional attention to detail, strong project/time management skills, and demonstrated client service orientation #J-18808-Ljbffr Atlas Search

Vacancy posted 2 days ago
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