Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead tax compliance, planning, and advisory services for a diverse portfolio of clients including high net worth individuals, trusts and estates, partnerships, corporations, and nonprofit organizations. This role combines technical tax expertise (federal, state & local, and international), client relationship management, and team leadership. The Tax Manager will oversee preparation and review of returns, manage complex tax projects (M&A, transfer pricing, tax provision), provide strategic planning and structuring advice, and ensure quality control and risk management across engagements.

Key ResponsibilitiesLead and manage tax compliance and advisory engagements for individuals (1040), trusts and estates (1041, 706, 709), passthrough entities (1065, 1120S), and corporations (1120).Supervise, mentor, and develop senior staff, tax supervisors, and associates; review workpapers and tax returns for accuracy, completeness, and compliance.

Conduct tax planning and structuring for high net worth individuals (HNW/HNWI), families, closely held businesses, real estate and construction clients, and nonprofit entities.

Perform technical tax research and apply federal, state & local (SALT), and international tax laws (including

BEPS/OECD

treaty analysis) to client issues; prepare memos and present findings to clients and internal stakeholders.

Support M&A tax due diligence, transaction structuring, tax provision (ASC 740) calculations, and post-transaction integration activities.

Coordinate and manage tax controversy and audit support, nexus and apportionment studies, and tax controversy risk mitigation strategies.

Oversee tax accounting, reporting and compliance processes including

FATCA/CRS/FBAR

requirements and indirect taxes (VAT/GST, sales & use).Leverage tax technology and tools (ONESOURCE, CCH, Vertex, CorpTax, ProSystem fx Tax, UltraTax, Oracle) and data tools (Advanced Excel/VBA, Alteryx/Power Query, SQL) to improve workflow, automation, and quality control.

Collaborate with cross-functional teams including wealth advisors, legal counsel (JD/LLM), payroll, and finance (ERP systems such as SAP) to deliver integrated tax and financial solutions.

Maintain up-to-date knowledge of tax law changes, develop client-facing thought leadership materials, and support business development and client retention efforts.

QualificationsBachelors degree in Accounting, Tax, or related field; Masters degree or advanced law degree (JD, LLM) is a plus.

Certified Public Accountant (CPA) required; Enrolled Agent (EA) or other professional tax credentials are a plus.

Minimum 610 years of progressive tax experience in public accounting or a professional services environment, with demonstrated experience managing engagements and staff.

Deep technical knowledge across individual taxation, partnership tax, corporate tax, trust & estate taxation, and passthrough entities (1040, 1120S, 1120, 1065, 1041, 706, 709).Experience with high net worth individuals and families, estate and gift tax planning, fiduciary matters, and trust administration.

Experience with SALT, international tax and transfer pricing, tax provision (ASC 740), M&A tax and due diligence, and tax controversy preferred.

Proficiency with tax software and technology: ONESOURCE, CCH, Vertex, CorpTax, ProSystem fx Tax, Thomson Reuters UltraTax, Oracle; advanced Excel skills including VBA; familiarity with Alteryx/Power Query and SQL is desirable.

Strong leadership, project management, and client relationship skills; ability to manage multiple complex engagements and prioritize deliverables under tight deadlines.

Excellent written and verbal communication skills, tax research and writing experience, and a commitment to quality control and risk management.

Familiarity with

GAAP/IFRS

tax accounting, payroll & withholding tax, VAT/GST, and indirect tax matters a plus.