Tax Manager - Private Wealth
Core
Tax Manager providing tax compliance, accounting, and advisory services to private wealth clients including ultra high net worth families, closely held businesses, and trust/estate work.
Role type
Senior IC Tax Manager (Private Wealth)
Builds
Tax compliance, accounting, and advisory services for private wealth clients
Domain
Professional Services / Tax & Accounting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance, accounting, bookkeeping, financial statement preparation, client relationship management, team supervision, process improvement, local/state/federal tax law knowledge, engagement staffing management
Preferred skills
Private wealth and family office client experience, supervisory/mentoring experience, advanced degree in accounting
Technologies
None stated
Responsibilities
Provide tax, accounting, and advisory services to private wealth clients; oversee accounting, bookkeeping, and financial statement preparation; review and analyze accounting records with clients; lead and plan client engagements; manage client relationships and resolve issues; delegate and oversee team work efforts; maintain knowledge of tax laws; manage engagement staffing and profitability targets; support team member development
Seniority
Manager, hands-on IC with supervisory duties
