Tax Manager

Seeking a Senior Tax Manager to lead tax compliance and planning for ultra-high-net-worth families, mentor a team, and collaborate closely with Wealth Advisors.

• Oversee individual, trust, estate, gift, and business tax returns; serve as final reviewer and signer.
• Lead client meetings and build multi-generational relationships, ensuring a genuine engagement experience.
• Mentor and develop team members, support professional growth, and manage workload.
• Act as subject matter expert in trust and estate planning, and support firm-wide standardization.
• Participate in prospect meetings, speaking engagements, and regional office integration.

Ideal candidates will have 10+ years of tax experience, CPA or JD, deep UHNW expertise, leadership skills, and proficiency with key software. Compensation includes a base salary of $150K–$190K, bonus, comprehensive benefits, and work-life balance in a collaborative environment.