Sr. Tax Manager

Established financial services firm is seeking an experienced Senior Tax Manager to join its growing tax and wealth management team.

This role will partner closely with financial advisors and senior tax leadership to provide proactive tax planning and advisory services to high-net-worth individuals and families.

Candidates may be based in Northern New Jersey/NYC, Philadelphia, Boston, Atlanta, Charlotte, or Asheville. Candidates located farther from an office may work primarily remotely with occasional in-office attendance.

Responsibilities:

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns 1040/1041, with a focus on insights and advisory in addition to compliance.
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies
• Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team
• Review and facilitate tax projections for clients and advisors
• Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment
• Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements

Qualifications:

• Bachelor’s degree in accounting or related field, CPA license helpful or EA (Enrolled Agent)
• 10+ years of tax experience, wealth management or CPA firm experience
• Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred
• Proven ability to work effectively across departments and directly with financial advisors and clients in a professional, service-oriented manner
• Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines
• Strong attention to detail with commitment to accuracy when reviewing complex tax returns

To discuss this role in greater detail please send resume outlining your related experience.