Tax Manager – Private Client Services (cpa firm) – Hybrid

CPA firm

  • Bethesda, MD
  • 1 day ago
  • $125,000–$195,000 Per Year
  • Full-time

Highlights

This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. CPA firm seeking a Tax Manager to join our growing Private Client Services practice.

Numbers & Facts

LocationBethesda, MD
Job TypeFull-time
Salary$125,000–$195,000 Per Year

Description

CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses.

Job Responsibilities

  • Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
  • Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
  • Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
  • Manage, mentor, and develop tax supervisors and staff; review work and provide technical guidance.

Qualifications

  • Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
  • Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
  • Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
  • Manage, mentor, and develop tax supervisors and staff; review work and provide technical guidance.

About Company

Top 100 CPA firm 

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