Tax Manager

Tax Manager

We are seeking a skilled and experienced Tax Manager to lead tax compliance, planning and advisory services for a diverse portfolio of clients including high net worth individuals, families, pass-through entities and corporate taxpayers. The Tax Manager will oversee preparation and review of federal, state and international tax returns, manage client relationships, mentor staff, and contribute to practice development while ensuring technical accuracy, timely delivery and compliance with current tax laws and accounting standards.

Key Responsibilities

• Lead and manage tax compliance and planning engagements for Individuals, High Net Worth Individuals (HNW/HNWI), Trusts & Estates, Fiduciaries, Partnerships, S-Corps, C-Corps and other passthrough entities.
• Oversee and review preparation of individual and business tax returns including 1040, 1120, 1120S, 1065, 709, 1041, 706 and related state and local filings.
• Manage and mentor tax staff and seniors; assign work, review deliverables, provide feedback and support professional development.
• Perform and supervise complex tax research and technical analysis on individual, partnership, corporate, fiduciary and international tax matters; document positions and prepare memos.
• Provide tax planning and structuring advice for ownership transfers, estate and gift planning, family offices, real estate and construction transactions, and professional services clients.
• Coordinate and lead M&A tax due diligence, structuring analyses and post-deal integration tasks; support transaction tax modeling and representations.
• Prepare and review tax provisions under ASC 740 and coordinate with accounting and finance teams on tax accounting (GAAP/IFRS) matters.
• Advise on State & Local Tax (SALT) matters including nexus, apportionment and compliance; support tax controversy and audit defense as needed.
• Support international tax and cross-border engagements including transfer pricing, FATCA/CRS/FBAR considerations, VAT/GST and withholding tax issues.
• Identify and implement process improvements and technology solutions using tax software (ONESOURCE, CCH, Vertex, CorpTax), ERP systems (Oracle, SAP) and automation tools (Advanced Excel & VBA, Alteryx, Power Query, SQL).
• Manage client communications, expectations and deliverables; present findings and recommendations to partners and clients and build long-term client relationships.
• Stay current on tax law changes, BEPS/OECD guidelines, treaty analysis and best practices; contribute to training, technical resources and business development initiatives.
• Ensure quality control, firm policies compliance and timely filing; review billing, engagement letters and risk assessment for tax engagements.

Qualifications

• Certified Public Accountant (CPA) required or Enrolled Agent (EA) with significant experience; JD or LLM in Taxation highly desirable.
• 7+ years of progressive tax experience in public accounting or equivalent role; prior experience as a Senior Tax Manager or Tax Supervisor preferred.
• Demonstrated technical expertise across Individual, Partnership, Corporate, Trust & Estate tax matters and experience with high net worth clients, family offices and fiduciary administrations.
• Hands-on experience preparing and reviewing 1040, 1120, 1120S, 1065, 709, 1041, 706 and related state filings.
• Strong background in SALT, international tax, transfer pricing, tax provision (ASC 740), M&A tax and due diligence, and tax controversy support.
• Familiarity with tax software and systems including ONESOURCE, CCH, Vertex, CorpTax, Oracle and general ERP integration; comfortable with FATCA/CRS/FBAR compliance.
• Advanced technical skills in Microsoft Office (Excel), Advanced Excel & VBA, Alteryx/Power Query and SQL for tax automation and data analysis.
• Proven ability to lead teams, manage multiple engagements, mentor staff and interact effectively with senior leadership and clients.
• Excellent written and verbal communication, project management and client service skills; strong attention to detail and ethical standards.
• Experience advising on real estate, construction and professional services tax issues and complex partnership allocations and structuring.
• Knowledge of R&D tax credits, payroll & withholding tax, indirect taxes (sales & use, VAT/GST) and incentives is a plus.
• Comfortable performing tax research, preparing client memos, supporting audits and representing clients before tax authorities.
• Active CPA license in good standing (or ability to obtain) and willingness to maintain continuing professional education.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.