Overview
SHR Talent is partnering with a growing wealth management and family office platform in its search for a Tax Manager. The Tax Manager opportunity is ideal for a tax professional who enjoys working with high-net-worth individuals and families, values collaboration, and wants exposure to both tax compliance and proactive planning within a modern, institutional-quality environment.
Responsibilities
- Prepare and review individual, trust, and entity tax returns for high-net-worth clients
- Assist with proactive tax planning strategies, projections, and estimated payments
- Support year-end tax planning initiatives and multi-entity structures
- Research federal and state tax issues and communicate findings clearly
- Collaborate with internal advisors and cross-functional teams
- Maintain compliance with tax regulations and filing deadlines
- Contribute to continuous improvement of tax processes and workflows
Qualifications
- Bachelor’s degree in Accounting or related field
- Certified Public Accountant (CPA) license, preferred, or CPA-eligible
- 5+ years of relevant tax experience
- Experience working with high-net-worth individuals, trusts, and closely held entities
- Background in public accounting, family office, or wealth management, preferred
- Strong technical skills and attention to detail
- Ability to communicate complex tax matters clearly and professionally
- Team-oriented mindset with long-term career interest
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Accounting/Auditing and Management
Benefits
- Medical insurance
- Vision insurance
- 401(k)
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