Position Summary:The Tax Manager will lead tax engagements, managing a portfolio with a primary focus on high-net-worth individuals, families, and their related entities, including family investment partnerships, trusts, estates, and closely held or investment entities. The role will also provide limited support to other clients based on experience and business needs.
This individual will serve as a trusted client contact, provide technical expertise in complex tax compliance and planning matters, and lead engagements from planning through delivery. The Tax Manager will coordinate workflow and resources, make informed engagement decisions, delegate effectively, and develop Associates and Senior Associates while collaborating with Partners and specialty tax professionals.
Responsibilities:- Manage a client portfolio focused primarily on high-net-worth individuals, families, and related trusts, family investment partnerships, and closely held or investment entities, while also supporting other clients within the team's portfolio.
- Serve as a trusted advisor and primary client contact, maintaining year-round relationships with families, related entities, and their legal, investment, and other professional advisors.
- Lead multiple engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance with firm and professional standards.
- Provide hands-on support and resolve complex tax compliance and planning issues, collaborating with Federal, SALT, and other specialty professionals as appropriate.
- Review complex individual, fiduciary, partnership, S corporation, gift, and estate tax returns, workpapers, and related deliverables, as applicable to the client portfolio.
- Delegate work effectively and lead the development and performance management of Associates and Senior Associates through clear expectations, timely coaching, feedback, goal setting, and evaluations.
- Partner with peers, Partners, and Resource Coordinators to balance workloads, optimize staffing, and manage engagement capacity across teams.
- Maintain proficiency in firm technology and tax systems while supporting team members in their effective use.
- Identify opportunities to expand client relationships by introducing KSM specialists and additional services, cultivating referral relationships, and supporting business development efforts alongside senior leaders.
- Stay current on federal, state, and local tax laws, regulatory developments, and industry trends to advise clients and guide engagement teams.
- Contribute to firm, practice, and operational initiatives that improve processes, enhance the client experience, and support strategic priorities.
Requirements/Qualifications:- A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
- Must be a member in good standing with the American Institute of Certified Public Accountants.
- Bachelors or Master's degree in accounting
- Strong attention to detail and accuracy
- Exceptional organizational skills
- Strong written and verbal communication skills
- Client (internal and external) service oriented
- Creative and persistent problem solver
- Ability to handle sensitive situations and confidential information
- Ability to coordinate and maintain follow-up on a number of projects simultaneously
- Ability to prioritize changing workloads
- Ability to work independently, exercise good judgment and be resourceful
