Tax Manager

Tax Manager

A growing wealth management firm is seeking a detail-oriented Tax Manager to join our team. We are looking for a professional who combines strong technical expertise in tax compliance and strategic planning with proven leadership skills. The ideal candidate will be adept at reviewing and finalizing complex individual, fiduciary, gift, and business tax returns, while also guiding long-term tax strategies that support client wealth and estate planning.

This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. We value individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.

Role Responsibilities

Client Relationship Management

• Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
• Provide timely, high-quality client service that consistently meets or exceeds expectations of clients and the broader team.
• Report updates, concerns, and client developments to senior team members.
• Review and finalize tax research projects and develop educational materials for clients and the team.

Tax Compliance and Strategy

• Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
• Review and finalize annual tax projections, estimated tax payment calculations, and implementation of recommended tax strategies.
• Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospects.
• Review and finalize responses to IRS and state agency audits, inquiries, and notices; communicate directly with IRS and state agencies as needed.
• Stay current on federal and state tax rules and regulations, and ensure adherence to internal processes that maintain quality control of client deliverables.

Team Leadership and Practice Development

• Train, oversee, and mentor members of your team.
• Identify and develop technological and process improvements to enhance efficiency and service delivery.
• Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
• Assist with administrative responsibilities supporting team operations, and participate in departmental projects and committees as requested.

Required Experience

• Bachelors degree
• CPA, JD, or EA required
• Prior experience managing a team of associates
• Previous experience in the financial services industry a plus
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career

Featured Benefits

Medical, vision, and dental insurance, 401(k), child care support, paid maternity and paternity leave, commuter benefits, tuition assistance, disability insurance, student loan assistance.