Principal Tax Manager
Core
Preparation and review of complex individual and entity tax returns (income, gift, trust, partnership, foundation) for high-net-worth clients, including multi-state filings, projections, and audit support.
Role type
Senior individual contributor tax manager
Builds
Tax returns, projections, and workpapers for HNW individuals and entities
Domain
Professional services / Tax
Required skills
CPA designation, complex tax return preparation, multi-state filing, tax research, audit response, financial planning analysis, foreign tax filing
Preferred skills
Forensic analysis experience, wealth management team collaboration
Technologies
CCH Axcess Tax, Income Tax Planner, online tax research software, Microsoft Office
Responsibilities
Prepare and review individual and entity tax returns; conduct tax research and respond to notices/audits; develop client relationships; assist with financial planning services (mortgage, insurance, RMD)
Seniority
Senior, hands-on IC