Tax Manager

The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals. Primary responsibilities include tax planning and preparation for high-net-worth individuals and their related entities, ensuring compliance with all federal and state filing requirements on behalf of clients, and performing technical research to address complex tax issues with the support of a team. Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities, ensuring top quality client service, and communicating effectively with advisors and their clients in a timely and professional manner. The Tax manager is responsible for assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff and assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.