Tax Manager, Private Client Tax

Job Summary 

What You'll Gain/ Impact

• Opportunity to lead and shape a high-performing private client tax practice
• Exposure to complex, multi-entity tax engagements spanning individuals, S-Corps, partnerships, and corporations
• Ability to influence the professional growth of your team through mentorship and coaching
• Hands-on experience advising clients on strategic, high-impact tax planning matters
• Significant client-facing responsibility and relationship ownership across a dynamic portfolio

Key Responsibilities

• Lead and manage a team of tax professionals, delegating responsibilities and overseeing work product to ensure quality and timeliness
• Develop and implement tax strategies by staying current with changing tax laws and regulations and identifying planning opportunities
• Provide consulting services to clients on mergers and acquisitions, tax planning, and corporate restructuring
• Conduct tax research to remain current with evolving tax laws and identify opportunities for tax planning
• Prepare and review tax returns — including S-Corp, Partnership, Individual, and Corporate — ensuring compliance with applicable laws and regulations
• Communicate with clients, tax authorities, and regulatory bodies to ensure all tax-related matters are managed effectively and efficiently
• Build and maintain strong client relationships, ensuring consistent satisfaction and service excellence
• Train and mentor team members, fostering a culture of continuous learning and professional development

Candidate Qualifications

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

Leadership Skills

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

Technical Skills

• Tax Planning
• Tax Compliance
• Tax Research
• Tax Consulting
• Flow-Through Entity Taxation Expertise