Tax Manager, Private Wealth
Core
Deliver tax and business advisory services and tax compliance to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses/investment entities.
Role type
Senior IC tax manager (private wealth)
Builds
Proactive tax planning and strategic consulting solutions for private wealth clients
Domain
Accounting and tax advisory for private wealth
Required skills
complex tax return preparation, federal/state tax compliance, estate/gift/charitable planning, supervisory experience, client advisory, team mentoring
Preferred skills
Master's or advanced degree, CPA/Law License/Enrolled Agent
Technologies
tax software, accounting systems
Responsibilities
Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns; deliver proactive tax planning and strategic consulting; mentor and coach team members; build client relationships
Seniority
Manager, hands-on IC with supervisory duties
