Tax Manager

Tax ManagerPosition Overview We are seeking an experienced Tax Manager to lead tax compliance, planning and advisory services for a diverse client base including high net worth individuals, trusts and estates, passthrough entities and corporations. The Tax Manager will oversee preparation and review of federal and state tax returns, manage complex tax engagements (including SALT, international, and M&A-related work), mentor staff, and develop tax strategies that minimize client risk and exposure while supporting business objectives.

Key ResponsibilitiesManage and review preparation of individual, fiduciary and entity tax returns including Form 1040, 1041, 706, 709, 1120, 1120S, 1065 and associated state filingsProvide advanced tax planning and structuring for high net worth individuals (HNW/HNWI), family offices, trusts, estates and closely-held businessesOversee tax compliance and reporting for passthrough entities, S corporations, C corporations, partnerships and nonprofit organizationsLead SALT research and planning including nexus, apportionment and multistate filingsCoordinate international tax, transfer pricing, FATCA/CRS/FBAR considerations and cross-border structuring issuesPerform tax provision (ASC 740) calculations, tax accounting and related financial reportingSupport M&A tax due diligence, transaction structuring and post-transaction integration analysisDeliver tax controversy and audit support, responding to notices and coordinating with authorities as neededSupervise, coach and mentor senior tax staff and managers; review workpapers, tax research and client deliverablesLeverage tax research to provide practical, defensible positions and documentation for credits and incentives such as R D tax creditsImplement and optimize tax technology and workflows (ONESOURCE, CCH, Vertex, CorpTax, Oracle) and use advanced Excel, VBA, Alteryx/Power Query and SQL to streamline processesEnsure quality control, engagement profitability and timely delivery of client servicesBuild and maintain client relationships; communicate complex tax concepts clearly to clients and stakeholdersStay current on evolving tax law, BEPS/OECD guidelines, treaty analysis and emerging industry trends relevant to client needsQualificationsBachelors degree in Accounting, Finance or related field; advanced degree (JD or LLM) or equivalent strongly preferredActive CPA or EA license required; JD/LLM preferred for trust & estate and complex planning workMinimum 6-10 years of progressive tax experience in public accounting or professional services with exposure to high net worth individuals, trusts, estates and passthrough entitiesDemonstrated experience with individual and entity tax returns (1040, 1041, 706, 709, 1120, 1120S, 1065) and fiduciary/gift tax mattersStrong knowledge of SALT, international tax, transfer pricing, tax provision (ASC 740), tax controversy and M&A tax issuesPractical experience with tax and compliance software (ONESOURCE, CCH, Vertex, CorpTax) and ERP integration (SAP, Oracle)Advanced Excel skills and experience with VBA; familiarity with Alteryx, Power Query and SQL a plusProven ability to supervise teams, manage client engagements, and deliver high-quality, timely workExcellent communication and interpersonal skills; capable of advising high net worth clients and coordinating with wealth advisors and legal counselHigh ethical standards, attention to detail, and strong analytical and problem-solving abilitiesWillingness to travel to client sites as needed and to participate in business development and thought leadership activitiesBenefits401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceLife insurancePaid time offVision insuranceHyrbid flex