Our client, a growing and client-focused Registered Investment Advisory (RIA) firm, is seeking an experienced Tax Manager to join their collaborative team. This is an outstanding opportunity for a tax professional who enjoys serving high-net-worth individuals, families, business owners, and executives in a comprehensive wealth management environment.
The Tax Manager will play a key role in delivering proactive tax planning, reviewing tax returns, collaborating with Wealth Advisors, and helping clients make informed decisions that support their long-term financial goals. This is a highly consultative role designed for someone who enjoys building lasting client relationships rather than working in a traditional compliance-focused public accounting environment.
Key Responsibilities
- Serve as the firm's tax subject matter expert for high-net-worth individuals, families, trusts, and closely held businesses
- Develop proactive tax planning strategies that align with clients' overall wealth management and estate planning objectives
- Review individual, trust, partnership, and business tax returns prepared by outside firms or internal resources to identify planning opportunities
- Collaborate closely with Wealth Advisors, Financial Planners, Estate Planning Attorneys, and other professional advisors to deliver integrated financial solutions
- Identify tax‑saving opportunities related to investments, retirement planning, charitable giving, stock compensation, business succession, and estate planning
- Prepare tax projections and planning analyses throughout the year
- Research complex federal and state tax issues and communicate recommendations to clients and advisors
- Serve as a trusted resource for clients by answering tax-related questions and providing proactive planning throughout the year—not just during tax season
- Stay current on tax legislation and educate clients and internal team members on planning opportunities
- Assist in developing and enhancing the firm's tax planning processes, workflows, and best practices
- Support a collaborative, planning‑first culture by partnering across advisory, planning, and client service teams
Qualifications
- Bachelor's degree in accounting, Finance, or a related field required
- 5+ years of progressive tax experience, preferably in public accounting, an RIA, family office, or wealth management environment
- Strong knowledge of individual, trust, partnership, and closely held business taxation
- Experience working with high-net-worth and ultra-high-net-worth client
- Thorough understanding of tax planning strategies, investment taxation, retirement planning, and estate planning concept
- Excellent analytical, organizational, and problem-solving skill
- Outstanding written and verbal communication skills with the ability to explain complex tax matters in a client-friendly manner
- Ability to manage multiple priorities while maintaining exceptional attention to detail
- Collaborative mindset with a passion for delivering an exceptional client experience
Preferred Qualifications
- Experience working directly alongside Wealth Advisors and Financial Planner
- Familiarity with charitable planning, donor‑advised funds, family limited partnerships, and business succession planning
- Experience utilizing tax projection software and financial planning technology
- Previous experience in an integrated wealth management or multi‑family office environment.
What Success Looks Like
- Serve as a trusted advisor to clients and internal teams.
- Deliver proactive tax planning that creates meaningful value for clients.
- Collaborate seamlessly with Wealth Advisors to provide comprehensive financial planning solutions.
- Build lasting client relationships through exceptional service and strategic guidance.
- Contribute to the continued growth and enhancement of the firm's tax planning capabilities.
- Help foster a collaborative culture centered around excellence, integrity, and client success.
- Performance-based bonus opportunity
- Comprehensive medical, dental, and vision insurance
- 401(k) with employer match
- Generous Paid Time Off and paid holidays
- Continuing education and professional development support
- Collaborative team environment
- Long-term career growth within a respected and growing Registered Investment Advisory firm