Tax Manager

Position Summary:

• The Tax Manager provides tax compliance, planning, and advisory services for high-net-worth individuals and families.
• This role partners with wealth advisors to identify tax-saving opportunities and manages complex tax engagements.

Primary Responsibilities:

• Perform and manage tax compliance and planning for high-net-worth clients, including extensions and year-end planning.
• Prepare and review federal, state, and local tax returns for individuals, trusts, estates, and businesses.
• Research tax issues, prepare recommendations, and communicate findings to clients and advisors.

Qualifications:

• CPA, EA, JD, or comparable advanced tax credential with 5+ years of relevant experience.
• Strong knowledge of federal and state income tax, fiduciary tax, gift and estate tax concepts.
• Ability to manage engagements, meet deadlines, and support staff in a client-focused environment.

Compensation and Benefits:

• Annual base pay range of $110,000 - $130,000, plus an annual cash bonus potential.
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).