Tax Manager

Syntax Talent Solutions is seeking a motivated and experienced Tax Manager to join our expanding team. In this role, you will manage tax compliance and planning engagements for our ultra-high-net-worth (UHNW) clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service. This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth.

• Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment.
• Collaborate with DBTA Partners on recruitment, training, and ongoing professional development initiatives.

• Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
• Ensure full compliance with federal, state, and international tax regulations.
• Develop and implement tax strategies aligned with clients' personal and financial goals.

• Build strong relationships with UHNW clients, understanding their unique financial situations.
• Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning.

• Stay current on evolving tax laws and industry changes, ensuring DBTA delivers the highest standard of expertise.
• Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions.

• Bachelor's degree in Accounting, Taxation, or related field.
• CPA required.
• Minimum 8 years of tax planning and compliance experience, including at least 1 year in a leadership role serving UHNW clients.

• Deep knowledge of federal and international tax law.
• Demonstrated ability to manage complex tax matters and deliver strategic advice.
• Strong leadership, communication, and relationship-building skills.
• Proficiency in Microsoft Office Suite; experience with CCH preferred.