Tax Manager
Salary: $94,000 – $120,000 + 10% Bonus
Why This Opportunity Stands Out:
• Join a growing organization that is actively expanding through acquisitions
• Work directly with high-net-worth individuals and wealth advisors on sophisticated tax matters
• Gain significant client-facing exposure and become a trusted advisor to clients
• Hybrid schedule with 3 days in-office and 2 days remote outside of tax season
• Opportunity to mentor and provide oversight within a smaller, collaborative tax team
• Strong work-life benefits including 4 weeks PTO and 11 paid holidays
• Competitive 401(k) program with company match
• Family-oriented, highly communicative culture that values in-person collaboration
• Autonomy to manage your work while partnering with leadership and stakeholders across the organization
• Exposure to a diverse portfolio of individual, partnership, S-Corp, corporate, and trust tax engagements
• Work directly with high-net-worth individuals and wealth advisors on sophisticated tax matters
• Gain significant client-facing exposure and become a trusted advisor to clients
• Hybrid schedule with 3 days in-office and 2 days remote outside of tax season
• Opportunity to mentor and provide oversight within a smaller, collaborative tax team
• Strong work-life benefits including 4 weeks PTO and 11 paid holidays
• Competitive 401(k) program with company match
• Family-oriented, highly communicative culture that values in-person collaboration
• Autonomy to manage your work while partnering with leadership and stakeholders across the organization
• Exposure to a diverse portfolio of individual, partnership, S-Corp, corporate, and trust tax engagements
Key Responsibilities for the Tax Manager:
• Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts
• Manage a high-volume workload of individual 1040 tax returns
• Handle S-Corp and partnership tax engagements
• Serve as a primary point of contact for high-net-worth clients and wealth advisors
• Provide oversight and guidance to tax associates and team members
• Assist clients with complex tax planning and compliance matters
• Manage a high-volume workload of individual 1040 tax returns
• Handle S-Corp and partnership tax engagements
• Serve as a primary point of contact for high-net-worth clients and wealth advisors
• Provide oversight and guidance to tax associates and team members
• Assist clients with complex tax planning and compliance matters
Qualifications for the Tax Manager:
• Active CPA required
• Bachelor’s degree in Accounting or Finance
• 5+ years of tax experience with significant 1040 preparation experience
• Experience preparing complex individual, partnership, S-Corp, corporate, and trust returns
• Client-facing experience working with high-net-worth individuals preferred
• MBA is a plus
• Bachelor’s degree in Accounting or Finance
• 5+ years of tax experience with significant 1040 preparation experience
• Experience preparing complex individual, partnership, S-Corp, corporate, and trust returns
• Client-facing experience working with high-net-worth individuals preferred
• MBA is a plus
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