Tax Manager

Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead delivery of tax compliance, planning, and advisory services for a diverse portfolio of clients including high-net-worth individuals, trusts and estates, partnerships, corporations, nonprofits, real estate and construction entities. The Tax Manager will supervise tax engagement teams, ensure accurate and timely preparation and review of federal, state and international tax returns and filings, drive technical research and tax planning, and support M&A and due diligence engagements. The ideal candidate will combine deep technical expertise (including experience with passthrough entities, trusts, estates, SALT and international tax) with strong client-facing skills and proven leadership in public accounting or professional services.Key ResponsibilitiesLead and manage tax engagements from planning through delivery, including supervision, review and sign-off of individual, fiduciary, partnership and corporate tax returns (1040, 1041, 706, 709, 1065, 1120, 1120S and related state filings).Provide technical tax research, analysis and recommendations on complex issues such as passthrough entity planning, partnership allocations, gift and estate matters, SALT, international tax, transfer pricing and tax provision (ASC 740).Deliver tax planning and structuring advice for high-net-worth individuals (HNW/HNWI), family offices, trustees, executors, and closely held businesses; collaborate with wealth planning, legal and financial planning teams as needed.Oversee tax compliance and reporting processes including payroll and withholding tax, indirect tax (sales & use, VAT/GST), FATCA/CRS/FBAR requirements, and multi-jurisdictional state and local tax matters.Support M&A tax and due diligence engagements, identify tax risks and opportunities in transactions, and prepare tax-related analyses and memos for buyers and sellers.Manage and mentor tax staff: assign work, review deliverables, provide feedback, develop technical capabilities and ensure consistent quality and timely completion of engagements.Implement and improve tax technology and workflow: leverage tax software (ONESOURCE, CCH, Vertex, CorpTax), ERP integrations (SAP, Oracle), tax provision tools, and data tools (Advanced Excel/VBA, Alteryx/Power Query, SQL) to increase efficiency and accuracy.Coordinate with external advisors, legal counsel and tax authorities on audits, controversies and voluntary disclosures; prepare positions and support responses during examinations.Maintain up-to-date knowledge of tax law changes, BEPS/OECD guidelines, nexus and apportionment studies, and apply insights to client engagements and internal training.Drive client relationships: communicate complex tax concepts clearly, present tax strategies, manage expectations and contribute to business development efforts.Ensure firm and client compliance with professional standards, ethical requirements and internal controls for tax accounting and reporting.QualificationsBachelors degree in Accounting, Finance or related field; advanced degree (JD or LLM) or Masters in Taxation is a plus.Certified Public Accountant (CPA) required; Enrolled Agent (EA) or equivalent tax designation is a plus. JD or LLM with tax focus desirable for certain trust & estate or international roles.Minimum 68 years of progressive tax experience in public accounting or professional services, with demonstrated experience managing engagements and supervising staff.Deep technical knowledge of individual, fiduciary, partnership and corporate tax (1040, 1041, 706, 709, 1065, 1120, 1120S) and passthrough entity issues.Experience advising high-net-worth individuals, trusts and estates, family offices, real estate and construction clients, and professional services firms.Strong experience with state & local tax (SALT), international tax, transfer pricing concepts, tax provision (ASC 740), and M&A tax and due diligence.Proficiency with tax compliance and research software (ONESOURCE, CCH, Vertex, CorpTax) and familiarity with ERP systems (SAP, Oracle).Advanced Excel skills (including VBA), experience with Alteryx/Power Query and SQL for data analysis and automation.Proven ability to perform complex tax research, prepare technical memos, and present positions to clients and tax authorities.Exceptional communication and client service skills, strong project management, and ability to manage multiple priorities and deadlines.Demonstrated commitment to quality, integrity and continuous technical learning; experience with tax controversy and audit support preferred.