Tax Manager or Director

$140k - $160k

Solid Rock Recruiting LLC

Job Description

Join a Premier Advisory Firm Serving High-Net-Worth Clients

We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.

About the Role

This is a great opportunity for an experienced Tax Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible.

What You’ll Do

Be a trusted advisor to high-net-worth clients and family offices
Offer proactive guidance and custom planning solutions
Lead teams on tax returns, financial statements, and related deliverables
Oversee quality control and provide final reviews
Juggle multiple client relationships and special projects
Coach and mentor junior team members
Support business development efforts—think proposals, meetings, and collaborations
Stay sharp on tax law changes and industry trends

What We’re Looking For

Must-Haves

Bachelor’s in Accounting (or similar field)
CPA or equivalent certification
6+ years of tax/advisory experience
3+ years in a supervisory or leadership role
Excellent communication and interpersonal skills
Comfort with modern tax and accounting software
Willingness to travel if needed

Nice-to-Haves

Master’s in Taxation or Accounting
Experience working with high-net-worth clients, trusts, or Family Offices
Open to hybrid work (ideally 3+ days per week in the office or at client sites)

Perks & Compensation

Remote or Hybrid
Competitive salary: $140K–$160K depending on your background
Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more
Generous PTO, holidays, and sick leave
Support for continuing education, CPA exam, and employee referrals

If you’re looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team—we’d love to hear from you.

Apply today by sending your resume to View email address on ziprecruiter.com or connect with me to learn more! Direct Phone: View phone number on ziprecruiter.com

Apply

Vacancy posted 18 days ago

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