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Tax Manager

Insite US

Your clients have complicated lives. Their tax advisor should be exceptional. We're looking for an experienced HNW Tax Manager to join a growing private client practice working with high-net-worth individuals, families, trusts and closely held businesses. This is a relationship-driven role for a tax professional who wants to become a trusted advisor, not simply the person reviewing returns. Your Role Manage a portfolio of high-net-worth individuals and family groups Review complex individual, trust and partnership returns Lead sophisticated tax planning engagements Advise clients on estate, gifting and wealth-transfer considerations Work with closely held businesses and their owners Build relationships with attorneys, wealth advisors and other professionals Manage and develop Seniors and Staff Research complex tax matters and deliver practical solutions Work with Partners on client strategy and practice development Your Experience 5+ years of public accounting tax experience Strong HNW/private client background CPA required or strongly preferred Experience with trusts, estates and partnerships preferred Excellent technical and client relationship skills Proven leadership and review experience What's On Offer: Hybrid flexibility #J-18808-Ljbffr

Vacancy posted 2 days ago
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