Description:
Join a growing, collaborative firm where tax expertise meets comprehensive wealth planning. As our Tax Manager, you'll lead tax engagements for high-net-worth individuals and business owners while partnering with our Private Wealth and Retirement Plan Services teams to deliver integrated financial solutions. This is more than a tax role—it's an opportunity to shape the future of our tax division and advance toward partnership.
What You'll Do
- Prepare and review tax returns for individuals, businesses, and trusts with meticulous attention to accuracy and compliance
- Manage tax season workflow, including oversight of seasonal staff, document intake, review processes, and timely e-filing
- Build client relationships through direct communication, proactive tax planning conversations, and exceptional service delivery
- Collaborate cross-functionally with wealth advisers to integrate tax strategy into holistic financial plans
- Drive operational excellence by leveraging our tech stack (CCH, Redtail CRM, Microsoft Office) and identifying process improvements
- Stay ahead of tax law changes and maintain rigorous standards for compliance, confidentiality, and data security
What We're Looking For
- CPA or EA (preferred)
- 4+ years in public accounting or boutique tax practice, with preparation and review experience
- Strong technical expertise in individual, partnership, and trust taxation
- Proficiency with tax software (CCH preferred; Lacerte, ProConnect, or UltraTax experience transferable)
- Leadership capabilities to manage staff and juggle multiple engagements seamlessly
- Client-first communication skills that build trust and confidence
- Collaborative mindset with entrepreneurial energy and commitment to continuous improvement