Tax Manager - Wealth Management

Job Description

Tax Manager – Wealth Management

Location: Oradell, NJ

Position Overview

A growing CPA and wealth advisory firm is seeking an experienced Tax Manager to join its team. This client-facing role will focus on managing and reviewing complex individual and small business tax engagements while providing year-round tax planning and advisory services.

The ideal candidate will bring a strong background in individual taxation, small business tax, and client relationship management. This position also offers the opportunity to collaborate closely with wealth advisors on financial, retirement, and estate planning matters.

Key Responsibilities

• Manage and review individual tax engagements, including complex Form 1040 returns.
• Meet directly with clients to gather tax information, discuss tax matters, and provide proactive planning guidance.
• Prepare and review small business tax returns, including Forms 1065 and 1120 .
• Develop tax planning projections and strategies for clients throughout the year.
• Support estate planning and estate tax matters, including exposure to Form 706 and New Jersey estate and inheritance tax filings.
• Partner with wealth advisors to integrate tax planning into clients' broader financial, retirement, and estate planning strategies.
• Participate in client meetings and help develop and maintain long-term client relationships.
• Provide technical guidance and mentorship to junior tax professionals.
• Manage engagement workflow and ensure timely, accurate delivery of tax returns and client services.
• Identify opportunities to expand client relationships and contribute to new business development.
• Support financial planning initiatives, including client budgeting and financial plan preparation and presentation.

Qualifications

• Active CPA designation required.
• Approximately 3–10 years of progressive tax experience , preferably in public accounting.
• Strong experience with individual tax preparation and review.
• Experience with partnership and small business tax returns, including Forms 1065 and 1120.
• Knowledge of tax planning and the ability to communicate recommendations clearly to clients.
• Interest or experience in trust, estate, retirement, and financial planning matters.
• Strong organizational skills with the ability to manage multiple priorities independently.
• Excellent verbal and written communication skills.
• Experience with Lacerte tax software is a plus.

Ideal Candidate

The successful candidate is a growth-oriented, client-focused tax professional who enjoys building relationships and providing comprehensive tax advice. This is an excellent opportunity for someone interested in expanding their expertise beyond traditional tax compliance and working closely with professionals across tax and wealth management.

The role requires a fully onsite presence in Oradell, NJ , with some evening and Saturday availability for client meetings and additional hours during tax season.