Tax Manager

Job Summary
We are seeking a knowledgeable and client-focused Tax Manager to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate will have deep expertise in personal and fiduciary tax matters, strong interpersonal skills, and a passion for helping clients achieve their financial goals.
Key Responsibilities

• Manage and review individual, trust, estate, and business tax returns.
• Provide proactive tax planning and advisory services tailored to clients' financial situations and long-term goals.
• Collaborate with financial advisors, estate planners, and legal professionals to deliver integrated wealth management solutions.
• Identify tax-saving opportunities and strategies, including charitable giving, estate planning, and investment structuring.
• Represent clients in IRS and state tax audits and correspondence.
• Stay current on tax law changes and communicate implications to clients and internal teams.
• Develop and maintain strong relationships with clients, serving as a trusted advisor.
• Assist in onboarding new clients and evaluating their tax needs as part of the broader financial planning process.

Qualifications

• Bachelor's degree in accounting, Finance, or related field (CPA or EA required).
• 5+ years of experience in tax advisory, preferably in wealth management or public accounting firm serving high-net-worth clients.
• Strong technical knowledge of individual, trust, and estate taxation.
• Excellent communication and client service skills.
• Ability to manage multiple client relationships and deadlines effectively.
• Experience with tax software (e.g., CCH, Sure Prep, or similar) and financial planning tools.

Preferred Skills

• Knowledge of investment taxation, including carried interest, K-1s, and passive activity rules.