Tax Manager, Private Client

What You'll Gain/ Impact

• Opportunity to lead and shape a high-performing Private Client Tax team with direct influence over team culture and development
• Meaningful impact on clients' financial strategies through complex tax planning and consulting engagements
• Exposure to a diverse portfolio of clients, including high-net-worth individuals and closely held businesses across multiple entity types
• A platform for continued career growth within a nationally recognized, fast-growing professional services firm
• The ability to invest in the next generation of tax professionals through mentorship and coaching

Key Responsibilities

• Lead and develop a team of tax professionals by establishing clear expectations, delegating responsibilities, and overseeing the quality and timeliness of all work product
• Develop and implement proactive, client-focused tax strategies while staying current on evolving federal and state tax laws and regulations
• Provide consulting services on complex tax matters, including mergers and acquisitions, tax planning, and corporate restructuring
• Conduct in-depth tax research to identify planning opportunities and strengthen client advisory services
• Review and prepare tax returns across multiple entity types—including S-Corporations, Partnerships, Individuals, and
• Corporations—ensuring accuracy and full compliance with applicable laws and regulations
• Serve as a primary client contact, managing relationships and communicating effectively with clients, stakeholders, and regulatory authorities
• Train, mentor, and actively support the professional development of team members

Candidate Qualifications

• Bachelor's degree in Accounting
• 6+ years of federal tax consulting and/or compliance experience in a public accounting environment
• Experience preparing and reviewing S-Corp, Partnership, Individual, and Corporate tax returns
• Demonstrated experience leading or managing a team
• Strong verbal and written communication skills
• Proficiency in tax software and technology
• Master's degree in Taxation preferred
• CPA preferred

Leadership Skills

• Building Relationships
• Adaptability
• Client Focus
• Driving Execution
• Continuous Improvement
• Communication
• Change Leadership
• Coaching and Developing Others
• Leading Teams