Private Client Tax Manager / Senior Manager

Join a leading professional services firm that specializes in delivering tailored tax advisory services to high-net-worth individuals and families. As a Private Client Tax Manager / Senior Manager, you will play a crucial role in guiding clients through complex tax engagements while supporting their long-term financial goals.

Key Responsibilities

• Lead and manage tax engagements for high-net-worth individuals and private wealth clients.
• Review and oversee the preparation of personal, gift, estate, and trust tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide technical review and guidance on complex tax matters.
• Develop proactive tax planning strategies for clients.
• Build and maintain trusted relationships with high-net-worth clients.
• Mentor and develop junior tax professionals.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license.
• 7+ years of public accounting tax experience.
• Strong expertise in individual, gift, estate, and trust taxation.
• Exceptional leadership, communication, and client advisory skills.

Preferred

• Experience specializing in high-net-worth and private client services.
• Background in public accounting environments.

What We Offer

• Competitive salary range.
• Full-time role with career growth opportunities within a professional tax advisory environment.
• Supportive company culture focused on professional development and client excellence.