Tax Director/Manager - Corporate

Job Description

Job Description

A well-established and highly respected wealth management firm in the Metro Detroit area is seeking an experienced Tax Manager or Senior Tax Accountant to join our growing team. This is an excellent opportunity for a tax professional who enjoys working directly with high-net-worth individuals, families, trusts, and closely held businesses while collaborating with financial advisors to deliver comprehensive tax planning strategies.

This role is ideal for someone looking for a stable, client-focused environment with strong long-term career potential, excellent benefits, and a competitive compensation package.

Position Overview

The Tax Manager / Senior Tax Accountant will be responsible for the preparation and review of client tax returns, proactive tax planning, and ongoing client advisory services. The successful candidate will work closely with wealth advisors and clients to identify opportunities that minimize tax liabilities and support long-term financial goals.

This position does not initially include staff supervision responsibilities, allowing the individual to remain focused on client service, tax compliance, and planning.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
• High-net-worth individuals
• Trusts and estates
• Small businesses and closely held entities
• Provide year-round tax planning and advisory services to clients
• Identify tax-saving opportunities and develop strategic tax solutions
• Analyze client financial information and ensure compliance with tax regulations
• Research tax issues and communicate recommendations to clients and advisors
• Coordinate with wealth management professionals to deliver integrated financial and tax planning solutions
• Assist clients with tax notices and other compliance-related matters
• Maintain current knowledge of federal, state, and local tax laws

Work Schedule

• 50–60 hours per week during tax season
• Return to a standard professional schedule outside of tax season
• 100% in-office position

Qualifications

Required

• Active CPA license
• Minimum 7+ years of public accounting or tax experience
• Strong experience preparing and planning for:
• Individual tax returns (Form 1040)
• Trust and estate returns
• Small business tax returns
• Proven ability to work directly with clients and provide consultative tax advice
• Strong technical tax research and analytical skills
• Excellent communication and relationship-building abilities

Preferred

• Experience with UltraTax software
• Experience serving high-net-worth individuals and family groups
• Prior exposure to wealth management, financial planning, or family office environments