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Tax Manager

SHR Talent

SHR Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role within its expanding Tax Services and Family Office platform. The Senior Tax Manager will serve as a trusted tax advisor to high‑net‑worth clients, lead complex tax planning initiatives, and act as a senior partner to Wealth Advisors across the firm. The Senior Tax Manager will have meaningful influence over strategy, client outcomes, and the continued growth of the tax function. Responsibilities Lead tax planning and compliance for complex high-net-worth individuals, families, trusts, and entities Review and oversee preparation of tax returns and related filings Develop and implement advanced tax planning strategies aligned with client wealth objectives Partner closely with Wealth Advisors, Family Office professionals, and Risk teams Serve as a senior point of contact for client tax matters Mentor and review work of Tax Managers and Associates Monitor legislative and regulatory changes and proactively advise clients Contribute to process improvement and best‑practice development within the tax platform Qualifications Bachelor’s degree in Accounting or related field Certified Public Accountant (CPA), license, -required 8‑12+ years of progressive tax experience Deep experience with high-net-worth individuals, trusts, estates, and closely held entities Background in public accounting, family office, or integrated wealth management preferred Strong planning mindset with the ability to think strategically beyond compliance Proven ability to lead, mentor, and influence cross‑functional teams Client‑first mentality with high professional standards Seniority Level Mid‑Senior level Employment Type Full-time Job Function Accounting/Auditing and Management #J-18808-Ljbffr

Vacancy posted 1 day ago
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