Tax Manager

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Managing Partner @ Proven Recruiting | Hiring for Accounting and Finance professionals

We’re partnering with a national, wealth management firm that’s expanding its tax function and seeking a Tax Manager to help scale and optimize its high-net-worth client services.
You’ll help shape the tax function, mentor staff, and be a trusted advisor to clients!
What You’ll Do:

• Manage and review complex individual, trust, partnership, and corporate tax returns for high-net-worth clients.
• Lead a team of tax professionals—review work, provide feedback, and mentor staff through technical and professional development.
• Collaborate with wealth advisors and financial planners to deliver integrated, tax-optimized financial strategies.
• Research complex tax issues and provide guidance on tax planning, compliance, and risk mitigation.
• Drive process improvements and help implement best practices across the national tax team.
• Support tax leadership with scaling initiatives, systems upgrades, and team expansion.
  
  

• Bachelor’s Degree in Accounting, or related field
• Active CPA or EA required
• 6+ years in public accounting or a wealth management practice
• Strong technical expertise in individual, fiduciary, and partnership taxation
• Excellent communicator with a proven ability to lead teams and interact with clients
• Comfortable with tax software (e.g., CCH Axcess or similar) and Excel modeling
  
  

• Career Path: Join a company with strong leadership and a track record of internal promotions and long-term growth!
• Culture Comes First: A positive, collaborative, and genuinely supportive environment is core to everything we do.
• Autonomy Over Micromanagement: We trust our team to take ownership – you're empowered to lead your work without being micromanaged.
• Well-Balanced Workload: We prioritize thoughtful planning and structure to prevent burnout and maintain a sustainable pace.
• Small Team, Big Impact: Enjoy the best of both worlds – tight-knit team dynamics with the backing, tools, and reach of a larger organization.
  
  

• Compensation is determined by several factors which may include skillset, experience level, and geographic location.
• The expected range for this role is up to $130,000 base salary per year.
• Please note this range is an estimate and actual pay may vary based on qualifications and experience.
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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