Tax Manager

Job DetailExperience Level ManagerDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000020431Salary Type AnnuallyIndustry Wealth ManagementSelling Points Lead impactful tax operations for high-net-worth clients, driving strategic planning and compliance. Manage offshore teams and transition operations in-house for efficiency. Foster growth in a dynamic environment.Job DescriptionTax Manager OverviewThe Tax Manager will lead strategic tax planning and compliance efforts for high-net-worth clients, ensuring exceptional service and accuracy.Manage an offshore team to oversee tax preparation, filing, and advisory services with a focus on efficiency and compliance.Engage directly with clients to provide tailored tax strategies and address complex inquiries.Collaborate with internal teams to ensure comprehensive federal and state tax compliance.Analyze tax returns for planning opportunities, identifying efficiencies, and mitigating risks.Conduct detailed research on intricate tax issues and provide clear documentation and recommendations.Mentor and train junior staff, fostering professional growth within the tax department.Support the transition of tax operations from third-party management to an in-house structure.Tax Manager Key Responsibilities & DutiesDeliver high-quality tax planning, compliance, and advisory services to high-net-worth clients and families.Oversee and review the work of offshore tax teams, ensuring accuracy and timely filing of various tax forms.Lead client meetings to discuss tax strategies and provide actionable recommendations.Collaborate with advisors and internal teams to ensure seamless tax compliance and integration.Identify tax planning opportunities and address potential risks through detailed analysis.Research complex tax issues and document responses for clients and advisors.Mentor junior staff, providing guidance and fostering professional development.Manage special projects and contribute to the strategic growth of the tax department.Tax Manager Job RequirementsBachelor’s degree in accounting, finance, economics, or a related field is required.Active CPA certification is mandatory for this role.Minimum of 8 years of experience in tax management, preferably in public accounting or RIA.Experience managing offshore tax teams is highly preferred.Proficiency in MS Office applications and familiarity with Holistiplan is advantageous.Comprehensive knowledge of tax issues affecting individuals, trusts, partnerships, and S-corporations.Strong analytical skills with attention to detail and excellent time management abilities.Ability to lead and mentor junior staff while managing complex projects effectively.