Tax Manager

In this Tax Manager role, you will support high-net-worth individuals and related entities with sophisticated tax compliance, planning, and financial reporting. You will work closely with clients, advisors, and internal stakeholders to deliver accurate filings and strategic guidance. You will develop forward-looking tax strategies aligned with each client's financial and charitable goals, and coordinate with legal counsel on estate planning. This position emphasizes cross-functional collaboration, client service excellence, and impact on complex tax matters at a client-focused firm in Princeton.

• Manage the preparation and submission of annual tax filings for individuals, partnerships, S corporations, gift tax matters, and private foundations
• Serve as a primary point of contact for questions on assets, liabilities, tax consequences of transactions, risk considerations, and estate planning coordination with legal counsel
• Develop forward-looking tax strategies aligned with client financial objectives, charitable goals, and estate planning priorities
• Collaborate with attorneys, employers, and external advisors on tax issues related to compensation, deferred income, equity awards, and related planning needs
• Produce or oversee recurring net worth statements, cash flow analyses, and customized financial reports using Excel and QuickBooks
• Support special client requests such as entity setup coordination, annual compliance filings, and transactions involving private foundation gifting
• Provide guidance on income tax exposure, residency and domicile considerations, charitable planning opportunities, and broader estate-related tax matters

• strong technical tax knowledge
• experience with high-net-worth individuals and related entities
• clear communication with clients, advisors, and internal stakeholders
• ability to collaborate with legal counsel and cross-functional teams

• client-focused
• sound judgment
• strong communication
• tax compliance
• tax planning
• financial reporting