Wealth Management Tax Manager

Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!💰 Tax Manager or Senior Manager | $150K–$225K + Bonus📍 Hybrid 🚀 Multi-Family Office | UHNW Clients This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.💡 What You'll DoLead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)Deliver proactive tax planning around QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvestingOwn client relationships and work directly with UHNW families, their attorneys, and outside advisorsReview and sign complex tax returns while managing IRS and state tax noticesPartner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plansSelect and implement tax software, technology, workflows, and AI toolsEstablish compliance, quality control, and information security processesHelp determine the future hiring strategy and growth of the tax practice