Tax Manager

Our client is a forward-thinking CPA and wealth management firm that prides itself on offering a fully integrated financial experience. With a reputation for personalized service and long-term client relationships, they serve high-net-worth individuals, families, and business owners seeking proactive tax strategies and comprehensive wealth planning.

Position Summary:

We are seeking a Tax Manager who is not only technically sound in tax compliance and strategy, but also a people-first leader capable of driving growth across both the tax and wealth management divisions. This is an ideal role for a CPA with strong leadership capabilities, business development acumen, and a desire to work in a highly collaborative and client-focused environment.

Key Responsibilities:

• Oversee and review complex individual, business, trust, and estate tax returns
• Lead and mentor a team of tax professionals, fostering a culture of accountability, development, and excellence
• Collaborate closely with wealth advisors to deliver coordinated tax and financial planning strategies to clients
• Identify opportunities for process improvement and efficiencies within the tax function
• Build and deepen client relationships by serving as a trusted advisor
• Represent the firm in networking and business development activities; assist in identifying and referring clients to the wealth management division
• Assist in the strategic integration between the tax and wealth practices to create a seamless client experience

Qualifications:

• Active CPA license required
• 6+ years of tax experience in a public accounting firm or tax-focused environment
• Proven experience managing and developing a tax team
• Strong technical knowledge of tax law and compliance for individuals, businesses, and trusts
• Excellent interpersonal and communication skills-comfortable interfacing with high-net-worth clients
• Entrepreneurial mindset with interest or experience in growing a book of business
• Exposure to or interest in wealth management, estate planning, or financial advisory services is a plus

What Sets This Role Apart:

• Collaborative environment bridging tax and wealth management
• Strategic leadership opportunity with clear impact on firm growth
• Long-term potential for partnership or equity for the right individual