Tax Manager / Sr. Tax Manager – Private Client Services (cpa firm) – Hybrid

CPA firm  a Tax Manager or Director 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. The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.

• 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 managers and staff; review work and provide technical guidance.
• Participate in business development efforts, including networking, proposal development, and client presentations.
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