Tax Manager

Tax Manager (OOJ - 45324) NPAworldwide Recruitment Network update Last updated: May/04/2026 Job Description

JOB SUMMARY

The Tax Manager is responsible for overseeing tax compliance, reporting, and proactive planning across a complex multi-entity structure, including high-net-worth individuals, trusts, and partnerships/LLCs. The role manages the full tax delivery cycle in partnership with an external public accounting firm. The Tax Manager will lead a small internal team and collaborate closely with the CFO, Controller, General Counsel, investment operations, and outside advisors.

KEY RESPONSIBILITIES

Supervisory Responsibilities

• Lead, coach, and develop a small internal tax function.
• Prepare and conduct annual performance evaluations.
• Set service standards and communication norms for internal stakeholders and external advisors (timelines, responsiveness. Duties/Responsibilities Tax Compliance
• Own the annual tax calendar and oversee delivery of federal, state, and local filings across individuals, trusts, and partnerships/LLCs.
• Manage the workflow and relationship with the external public accounting firm that prepares returns: set timelines, provide organized support packages, review drafts, drive issues resolution, and ensure consistent quality/documentation.
• Review key tax positions, elections, and disclosures; ensure support is complete and defensible.
• Coordinate K-1 and information reporting intake, tracking, and reconciliation to internal records and investment reports.
• Oversee quarterly estimates, extensions, and payment processes; maintain estimated tax models and documentation.
• Manage notices, exams, and correspondence; coordinate responses with external advisors and ensure timely closure and record retention. Planning, Technical Research & Advisory
• Research and evaluate tax treatment for new or non-routine transactions, investments, entity changes, and structuring questions as they arise.
• Serve as the internal point person for technical tax analysis, coordinating with external advisors when needed and ensuring conclusions are documented and implemented consistently.
• Monitor federal, state, and local tax law and regulatory developments; including current-year projections and multi-year planning opportunities.
• Communicate relevant tax updates to the broader finance team and other stakeholders through periodic meetings or memos; translate technical changes into practical operational impacts and timelines. Finance Team Support & Cross-Functional Responsibilities
• Assist with cross-functional finance initiatives as directed.
• Collaborate with the broader finance team on both recurring and ad hoc projects and assignments.
• Support departmental initiatives, priorities, and special projects as needed.

Qualifications:

QUALIFICATIONS

Education and Experience

• Bachelor's Degree
• CPA required (or equivalent substantial tax leadership experience)
• Master's Degree a plus
• 6+ years progressive tax experience, typically including public accounting and/or private client services, with exposure to complex high-net-worth (HNW) individuals and pass-through structures

Preferred:

trust/estate income tax experience Required Skills/Abilities

• Deep knowledge of partnership taxation and K-1 workflows; comfort across individuals, trusts, pass-through entities, and multi-state considerations.
• Strong ability to manage outsourced tax compliance model (organize inputs, review outputs, drive issues to resolution with preparers).
• Excellent project management: can run a tax calendar, manage multiple parallel deliverables, and hit deadlines predictably.
• High-quality review skills: accuracy, consistency year-over-year, and strong documentation discipline.
• Practical communicator who can translate technical tax issues into next steps.
• Demonstrated ability to independently research and interpret complex tax issues and translate findings into clear, executive-ready guidance (e.g. options, recommendations) for CFO/Controller.
• Leadership skills suited to a lean environment: hands-on, coaching oriented.
• Strong discretion with confidential information.
• Process improvement mindset; comfortable with workflow tools, secure portals, and document management.

Why is This a

Great Opportunity :

Extremely positive and highly reputable organization Visa sponsorship provided: No

Location:

Pittsburgh, PA, Pennsylvania, USA

Remote Status:

No Remote

Pay Type:

Annual Salary

Occupational Categories:

Accounting/ Financial Services/ Investing Industry(ies): Accounting