Overview: Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice. This role is responsible for managing tax compliance and advisory engagements for high-net-worth individuals and their closely held businesses, supporting business development, and coaching the next generation of tax professionals — within a firm that prioritizes career growth, flexibility, and a collaborative work environment.
Key Responsibilities
Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns
Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
Review and confirm assignment objectives, scope, and work plans with clients
Ensure appropriate resource assignment across engagement roles
Analyze billing and assist with accounts receivable collections
Assist with new business development, extended services, and tax issue recognition for existing clients
Seek regular client feedback on assignment progress and overall performance
Coach and mentor staff and seniors on client engagements and career development
Consult with high-net-worth clients and their advisors on income tax planning, trust, estate, and inheritance tax planning
Qualifications
Bachelor's degree in Accounting, Tax, Finance, or a related discipline
CPA, JD, or EA designation (must be qualified to practice before the IRS)
Minimum 4 years of US tax consulting/compliance experience within public accounting
Minimum 1 year in a managerial role involving clients and team members