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Private Client Tax Manager

Insite US

Oklahoma City, OK

your next career move as a Tax Manager with a Top 100 regional public accounting firm! If you're a CPA with a passion for Tax and Private Client Services, this is the role to maximise your impact and professional growth. Join a collaborative, award-winning culture, their thriving team of 350+ professionals specialises in Private Client Services, Tax, and CPA careers with offices across New England. Offering flexible hybrid schedules, “Summer Fridays,” and a transparent path for leadership development in Tax and Private Client practices. Responsibilities Provide hands‑on Tax and consulting services to high‑net‑worth clients, families, and privately held entities, including C‑Corps, S‑Corps, partnerships, and trusts. Lead multiple Private Client engagements and review estate, gift, and fiduciary Tax filings (Forms 706, 709, 1041). Coach your team of CPAs and Tax professionals, acting as a trusted advisor and Private Client role model. Deliver tailored Tax strategies and planning solutions to every unique Private Client profile. Ensure accurate and timely Tax filing while representing clients for federal and state Tax and audit issues. Qualifications CPA with Bachelor’s or Master’s in Accounting or Tax. 6+ years' Tax experience in public accounting, focused on Private Client and high‑net‑worth individuals. Demonstrated Private Client, CPA, and Tax technical expertise. Exceptional communicator and strategic thinker, capable of managing multiple Private Client engagements. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Accounting/Auditing #J-18808-Ljbffr Insite US

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Vacancy posted 2 days ago
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