Tax Manager - Boutique HNW Firm

Join a growing public accounting firm serving high-net-worth individuals, families, and closely held businesses. This role is heavily focused on tax review, client relationships, staff development, and technical tax consulting in a collaborative, team-oriented environment.

Responsibilities ✅

• Review complex individual, trust, partnership, and S corporation tax returns.
• Advise high-net-worth clients and flow-through businesses on tax compliance and planning.
• Prepare tax projections, conduct research, and assist with consulting engagements.
• Manage and mentor a team of approximately three tax professionals.
• Serve as a primary client contact and provide exceptional client service.
• Collaborate with firm leadership to ensure timely, high-quality deliverables.

Qualifications

• CPA preferred.
• 5+ years of public accounting tax experience.
• 1-2+ years of tax management or supervisory experience.
• Strong technical expertise with complex 1040s, trusts, K-1s, partnerships, and S corporations.
• Experience working with high-net-worth individuals and closely held businesses.
• Proven ability to develop staff and manage client relationships.
• Strong communication, project management, and problem-solving skills.

Compensation & Benefits

• $120,000-$150,000 base salary
• Medical, dental, and vision insurance
• 401(k) with employer match
• Profit sharing
• Flexible PTO with approximately 4-5 weeks annually
• Additional time off during slower periods
• Primarily in-office with some remote flexibility

Ideal Candidate

A technically strong tax professional who enjoys reviewing complex returns, advising sophisticated clients, mentoring staff, and contributing to a firm that combines big-firm caliber work with a collaborative, entrepreneurial culture.