Job Description
A Tax Manager in Private Client Services responsible for helping high-net-worth individuals optimize their tax strategies, providing expert guidance, and supporting client growth within a dynamic, innovative CPA and advisory firm.
Key Responsibilities
- Manage and oversee private client tax planning and compliance services.
- Develop and implement tax strategies to maximize client opportunities.
- Coordinate with clients to gather necessary financial information and documentation.
- Ensure compliance with federal, state, and local tax laws and regulations.
- Supervise and mentor junior staff and team members in tax-related tasks.
Requirements
- Possess a minimum of 5 years of experience in tax services, specifically with private client services for high-net-worth individuals (HNWIs).
- Have a CPA certification or equivalent professional credential recognized in the relevant jurisdiction.
- Demonstrate expertise in tax planning, compliance, and consulting for high-net-worth individuals and private clients.
- Show ability to work with complex tax issues related to private clients, including estate, gift, and trust tax planning.
- Possess strong knowledge of federal and state tax laws and regulations applicable to private clients and high-net-worth individuals.
- Have experience managing or leading a team of tax professionals, including providing mentorship and oversight.
- Be capable of preparing, reviewing, and analyzing complex tax returns and related documentation for private clients.
- Possess excellent communication skills to effectively interact with clients and team members, explaining complex tax concepts clearly.
- Be able to work in a flexible working environment, including remote and hybrid work arrangements.
- Have a commitment to continuous professional development and staying current with evolving tax laws and regulations.
Benefits & Perks
Competitive compensation
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentives
Discretionary incentive compensation based on performance
Incentive compensation related to new client sales
Top-rated wellness program
Flexible working environment including remote and hybrid options
Growth opportunities and professional development
Collaborative and high-energy work environment
Inclusive culture guided by fundamental behaviors
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