Our growing family office is seeking an experienced Tax Manager (CPA/EA) to lead tax compliance and strategic tax planning for high-net-worth individuals, families, and business owners. This role involves preparing and reviewing tax returns, developing proactive tax strategies, collaborating with financial advisors, improving internal processes, and mentoring future team members.
Key Responsibilities:
- Prepare and review individual, trust, estate, S-Corp, partnership, and corporate tax returns.
- Develop year-round tax planning strategies for clients.
- Partner with financial advisors to deliver integrated financial and tax planning.
- Research complex tax issues and provide practical solutions.
- Improve workflows, implement best practices, and support technology enhancements.
- Mentor staff and help grow the tax practice.
Requirements:
- Active CPA or EA license.
- Public accounting or client-facing tax experience.
- Strong knowledge of individual and business taxation.
- Excellent communication, organizational, and project management skills.
- Experience reviewing tax returns and managing multiple deadlines.