Tax Services Manager
Core
Manage a client base of high-net-worth individuals, trusts, and businesses, overseeing complex tax return preparation and providing proactive tax planning and advisory services.
Role type
Senior IC tax services manager
Builds
Production tax returns and advisory services for high-net-worth clients
Domain
Wealth management and tax advisory
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Complex tax return preparation (individual, S-Corp, partnership, C-Corp, estates, trusts), tax strategy integration, team supervision, workflow management, tax law compliance, client relationship management
Preferred skills
Wealth management environment experience, business development, process improvement, technology adoption
Technologies
CCH Axcess
Responsibilities
Oversee preparation and review of complex tax returns; Review returns prepared by Tax Associates and provide technical feedback; Serve as primary relationship manager for assigned client base; Collaborate with wealth management advisors to integrate tax strategy; Manage tax deadlines, workflow, and capacity planning; Conduct proactive mid-year and year-end tax planning sessions
Seniority
Senior, hands-on IC with supervisory responsibilities