Job Description
Job DescriptionSenior Tax Manager (Hybrid) - Full Time
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.
Why join this team?
- Competitive pay with a base salary range of $99,000 – $210,000 annually (based on location and experience)
- Eligibility for incentive-based compensation programs
- Collaborative, innovative workplace with strong work-life balance
- Ongoing professional development, mentoring, and growth opportunities
- An inclusive culture focused on teamwork and community impact
Requirements
- Bachelor’s degree
- 8+ years of tax experience in public accounting, private accounting, or financial planning
- CPA or EA required
- Experience serving high-net-worth clients, partnerships, trusts, and closely held entities
- Strong technical tax research and regulatory knowledge
- Proficiency with tax compliance software (CCH or GOSystem preferred)
- Excellent communication, organizational, and time management skills
- Experience in training and mentoring junior staff
- Strong attention to detail
What you’ll do
- Lead, mentor, and guide the tax team to drive results and develop future tax leaders
- Build and retain client relationships while ensuring deadlines and client needs are met
- Partner with peers to deliver strategic tax planning solutions for high-net-worth clients
- Manage consulting and tax projects, including charitable giving and private foundation planning
- Review tax returns, projections, extensions, and related workpapers and financial statements
Apply now to join a collaborative tax team delivering high-impact solutions for complex client needs.