Tax Manager

Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead and manage tax compliance, planning, and consulting for a diverse portfolio of clients. In this dynamic leadership role, you will oversee the preparation and review of federal, state, and local tax returns, provide strategic tax advice, and supervise a team of dedicated tax professionals to ensure timely, accurate deliverables and exceptional client service.This role requires a licensed CPA and strong technical tax knowledge. Direct experience with partnerships, high-net-worth individuals (HNWI), and S-Corporations is highly desirable. You will manage and review federal, state, and local income tax compliance for corporations, partnerships, S-corporations, and individuals, while leading the preparation and review of partnership (Form 1065) and S-corporation (Form 1120S) returns and K-1s, supervising complex allocations and basis calculations.Furthermore, you will provide proactive tax planning and consulting for HNWI clients, including trust and estate coordination and multi-jurisdictional considerations. Overseeing and mentoring a team of tax professionals, you will assign work, review deliverables, develop staff, and manage performance. You will coordinate and manage tax engagements from planning through delivery, ensuring strict adherence to deadlines, robust quality control, and total client satisfaction.You will conduct advanced tax research and interpret new tax legislation, regulations, and guidance, evaluating client impact and implementing necessary changes. Interacting directly with clients, you will present tax results, explain positions, and recommend strategies to minimize tax liabilities and address risk. Working alongside cross-functional teams-including audit, accounting, and wealth management-you will deliver integrated client solutions. Additionally, you will maintain and improve tax processes, leverage tax software and automation tools to increase efficiency and accuracy, and support business development activities, including proposal preparation, client presentations, and relationship building.QualificationsCertified Public Accountant (CPA) license required.5+ years of progressive tax experience in public accounting or a top corporate tax department, featuring experience leading engagements and supervisory responsibilities.Demonstrated experience with partnership taxation, including the ability to prepare and review partnership returns and handle K-1 reporting.Experience advising high-net-worth individuals (HNWI) on tax planning and compliance.Experience with S-Corporation taxation, covering return preparation and shareholder basis issues.Strong technical knowledge of federal and state tax law, with a proven ability to perform tax research and interpret new guidance.Excellent leadership, project management, and client-service skills, with the ability to manage multiple engagements and deadlines.Proficient with industry-standard tax software and advanced Excel skills, alongside comfort with tax workflow and document management tools.Exceptional written and verbal communication skills, including the ability to clearly explain complex tax issues to clients and colleagues.Bachelor's degree in Accounting, Finance, or a related field; a Master of Taxation or MBA is a strong plus.Compensation & BenefitsSalary Range: $125,000 - $150,000 annually (commensurate with experience)Health & Wellness: Comprehensive medical, dental, and vision insurance with 100% employer-paid premium optionsTime Off: Unlimited Paid Time Off (PTO) policy plus 10 paid federal holidaysProfessional Growth: Annual continuing professional education (CPE) stipend and dedicated career mentorshipLocationRemote / Hybrid: This position is offered on a hybrid schedule (3 days per week in our regional office) BenefitsVacation/PTOMedicalDentalVision401kBonusRelocationTelecommute