Tax Manager
Position Overview
We are seeking an experienced Tax Manager to lead tax compliance, planning, and consulting for a diverse portfolio of clients including high-net-worth individuals, families, trusts and estates, passthroughs, corporations, nonprofits, and real estate and construction businesses. The Tax Manager will supervise and mentor a team, manage complex returns and tax provisions (ASC 740), support M&A and due diligence, coordinate SALT and international matters, implement tax technology and automation, and deliver high-quality client service and tax planning solutions.
Key Responsibilities
- Manage and review federal, state and local tax compliance for individuals (1040), estates and trusts (1041, 706, 709), partnerships (1065), S corporations (1120S) and C corporations (1120).
- Provide tax planning and advisory services for high-net-worth individuals (HNW/HNWI), trusts, estates and family offices, including gift, fiduciary and estate tax planning.
- Oversee tax provision (ASC 740) preparation and review, ensuring GAAP/IFRS tax accounting coordination with finance and audit teams.
- Lead tax due diligence and M&A tax structuring, including transaction modeling, tax risk assessment and integration support.
- Manage State & Local Tax (SALT) matters, nexus and apportionment studies, and sales & use tax exposure assessments.
- Coordinate international tax and cross-border matters, including treaty analysis, BEPS considerations, transfer pricing, FATCA/CRS/FBAR and withholding obligations.
- Advise on indirect tax (VAT/GST) and payroll/withholding tax issues as applicable to clients.
- Supervise, train and mentor senior tax staff and managers; assign work, conduct reviews and support professional development (Senior Tax Manager/Tax Supervisor mentorship).
- Perform advanced tax research and technical analysis to support client positions, controversy and audit responses.
- Implement and optimize tax software and automation (ONESOURCE, CCH, Vertex, CorpTax, Oracle), ERP integrations (SAP) and data tools (Alteryx, Power Query, SQL) to improve efficiency and accuracy.
- Prepare and present clear client deliverables and executive summaries; build and maintain strong client relationships and participate in business development.
- Ensure high quality control over tax returns and filings, leveraging checklists and peer review processes for accuracy and compliance.
- Collaborate with accounting and finance teams on tax accounting, tax provisioning and financial reporting deadlines.
- Identify incentives and credits (R&D tax credits & incentives) and lead claims or planning to maximize client benefits.
Qualifications
- CPA required; EA, JD or LLM strongly preferred.
- Minimum 610 years of progressive tax experience in public accounting or professional services, with demonstrated work on high-net-worth individuals, trusts & estates, partnerships and corporate clients.
- Proven experience preparing and reviewing 1040, 1120, 1120S, 1065, 709, 1041 and estate (706) filings.
- Strong knowledge of tax compliance and planning for passthrough entities, S-Corp, C-Corp, partnership tax and individual tax matters.
- Experience with tax provision (ASC 740), tax accounting (GAAP/IFRS) and coordination with external auditors.
- Familiarity with SALT, international tax, transfer pricing, BEPS/OECD guidelines, VAT/GST, FATCA/CRS/FBAR and payroll/withholding tax issues.
- Experience with tax research, controversy and audit support, nexus and apportionment analyses.
- Proficiency with tax technology and data tools such as ONESOURCE, CCH, Vertex, CorpTax, Oracle, advanced Excel & VBA, Alteryx/Power Query and SQL.
- Experience implementing ERP integrations (SAP preferred) and improving tax processes through automation.
- Excellent leadership, project management and client-facing communication skills; ability to mentor and develop staff.
- Bachelors degree in Accounting or related field required; Masters in Tax, JD or LLM a plus.
- Track record of professional integrity, attention to detail, and ability to manage multiple engagements and deadlines in a fast-paced environment.
Benefits
- Medical/ Dental/ Vision Insurance
- Life/ AD&D/ Short & Long term disability
- PTO: Vacation/ Sick time/ Holidays
- HSA/ FSA
- 401(k) with company match
- Friday's off in the summer
- Hybrid schedule (flexible hours)