Tax Manager Private Client
Core
Lead a dedicated team of tax professionals delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses.
Role type
Senior IC tax manager (private client)
Builds
Tax compliance filings, strategic tax plans, and client advisory solutions
Domain
Accounting / Taxation
Required skills
Individual tax compliance, trust tax compliance, pass-through entity tax compliance, tax planning, asset protection, succession planning, retirement optimization, team leadership, business development
Preferred skills
CPA license, EA designation, Master's in Taxation
Technologies
CCH Axcess, GoSystem Tax RS
Responsibilities
Review complex individual, trust, and business tax returns; Lead tax planning engagements; Manage client relationships and engagements; Supervise and mentor staff; Collaborate with internal teams and external advisors; Identify and pursue business development opportunities
Seniority
Senior, hands-on IC with team leadership