Tax Manager

An established and growing tax advisory practice is seeking a Senior Tax Associate to join a collaborative team serving high-net-worth individuals, families, trusts, estates, and closely held businesses. This is an excellent opportunity for a tax professional who enjoys combining technical tax expertise with proactive planning and advisory work. You'll work alongside financial advisors and estate planning professionals to help clients make informed decisions that preserve and grow wealth across generations. What You’ll Do Prepare and review complex individual, trust, estate, gift, and business tax returns Develop tax projections and quarterly estimated tax calculations Research complex tax issues and identify planning opportunities Collaborate with financial advisors, attorneys, and other professionals to implement tax-efficient strategies Support estate and trust planning engagements, including fiduciary tax matters Participate in client meetings and help deliver a high‑touch client experience Utilize professional tax software and workflow systems to ensure accurate, timely client deliverables What We’re Looking For For a Bachelor’s degree in Accounting, Taxation, or a related field CPA, EA, or actively pursuing CPA license Approximately 3–7+ years of public accounting or wealth management tax experience Experience preparing individual income tax returns; experience with trusts, estates, and gift tax returns is highly desirable Strong understanding of federal and state tax regulations Excellent communication, organization, and client relationship skills Experience working with professional tax preparation software and electronic filing systems Why This Opportunity Stand s Out This position offers far more than traditional tax compliance work. You'll have the opportunity to become a trusted advisor to affluent clients while partnering with experienced wealth management and estate planning professionals on sophisticated tax planning strategies. Benefits Competitive base salary Performance-based bonus opportunity 401(k) with company contribution Professional development and CPA continuing education support Hybrid work flexibility Long-term career growth with increasing client-facing responsibilities If you’re looking for a role where you can expand your tax planning expertise while working with sophisticated clients in a collaborative environment, we’d love to speak with you. #J-18808-Ljbffr