5+ years of experience in public accounting, tax consulting, or a similar field
3+ years of direct private client tax services experience
Bachelor's degree in accounting
Active CPA license; CFP is a plus
Strong technical and analytical skills in private client tax services
Ability to manage deadlines in a fast-paced environment
Professional, inclusive demeanor that contributes to a positive team culture
Responsibilities
Act as a key liaison between senior managers, partners, clients, staff, and outside advisors throughout all phases of tax engagements
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities
Conduct primary and secondary reviews of various tax returns
Research and apply technical guidance on individual and fiduciary taxation
Identify planning opportunities and advise clients on wealth transfer and estate planning
Serve as the main point of contact for multiple clients and coordinate with third parties
Prepare analysis and recommendations for client meetings
Track tax law changes and assess their impact on clients
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional programs and resources to support you and your family
Full Job Description
Tax Manager - Private Client Services
What You'll Do
Act as a key liaison between senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
Do primary and secondary reviews of individual, fiduciary, trust, estate, gift, and multistate tax returns.
Research and apply technical guidance on individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
Find planning opportunities and advise clients on wealth transfer, estate planning, trust administration, and family financial matters.
Serve as a main point of contact for multiple clients, and coordinate with attorneys, brokers, trustees, and other third parties.
Prepare analysis, recommendations, and follow-up for client meetings and advisory conversations.
Track tax law changes and assess how they may affect private clients and their planning strategies.
Lead and manage client relationships with a focus on high-quality tax advice, and look for ways to expand the services we provide.
Coach and mentor staff through one-on-one teachable moments and regular feedback.
Support business development by building relationships with key service providers, finding opportunities with existing clients, and following through on new leads.
What You Bring
Strong technical and analytical skills in private client tax services
Ability to manage deadlines in a fast-paced environment
A relationship-focused mindset and a passion for helping clients reach their goals
Desire to coach and develop tax associates through knowledge sharing
A professional, inclusive demeanor that contributes to a positive team culture
Willingness to support business development efforts
5+ years of experience in public accounting, tax consulting, or a similar field
3+ years of direct private client tax services experience
Bachelor's degree in accounting
Active CPA license; CFP is a plus
Working knowledge of Microsoft Office and tax preparation software
What We Offer
A wide variety of client industries, so your day-to-day tax projects stay diverse
Opportunities to build close, trusted relationships with clients
An open environment that encourages new ideas and innovative methods
Ongoing professional development and continuing education programs
Access to multiple niche service and industry teams aligned with your interests
A supportive, collaborative team environment
A flexible work environment designed to support your professional and personal goals
Opportunities for community involvement and impact
Pay
The anticipated hiring range for this position is $108,600-$141,200, depending on relevant experience, qualifications, and skills.
Benefits
Comprehensive medical, dental, and vision coverage
401(k), HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional programs and resources to support you and your family
