Tax Manager

Job Title: Private Client Services Tax Manager

Position Overview We are seeking an experienced Private Client Services Manager to deliver expert tax and consulting services to high net worth individuals and privately held companies. You will manage complex tax research, ensure timely compliance, and build lasting client relationships. Driving firm initiatives in profitability, practice growth, client focus, and culture is essential.

Key Responsibilities

• Oversee all tax engagements, including planning, preparation, and review for corporate, partnership, trust, and high profile individual returns.
• Supervise, mentor, and train staff, seniors, and interns to ensure the delivery of high quality client work.
• Assess and manage offshore teams to optimize daily tax processes and maximize resource use.
• Deliver innovative financial planning strategies that consistently meet or exceed clients’ expectations.
• Monitor engagement hours, analyze monthly billing, and ensure projects are completed within established timelines and budgets.
• Identify financial improvement opportunities, mitigate client risks, and present complex technical research findings to leadership.
• Represent the firm’s core values, maintain AICPA ethical standards, and collaborate internally to resolve issues.

Qualifications

• Bachelor’s degree in Accounting or a related field; an active CPA certification is required.
• Minimum of five years of technical tax experience in public accounting, strongly emphasizing individual taxation.
• Proficiency in federal, state, and local tax regulations; experience with CCH Axcess and offshore talent is preferred.
• Exceptional organizational, analytical, and communication skills to successfully manage multiple prominent projects in a fast paced environment.
• Ability to work well under pressure, accommodating occasional evening or weekend hours based on seasonal demands.