Overview In this Tax Manager/Director role, you will lead tax engagements for high-net-worth clients, advising on income, gift and estate planning while mentoring a team. You'll collaborate with a seasoned private client group to deliver strategic tax solutions and support client growth. The position offers opportunities to contribute to client outcomes, participate in local industry events, and help build the firm's community-focused mission. You'll work in a cross-functional environment that values expertise, training, and impactful client service.
Compensation / Benefits- health insurance
- dental
- vision
- 401k
- wellness programs
- comprehensive benefits
Responsibilities- Lead and supervise tax engagements for high-net-worth clients, including complex individuals, trusts, gift and pass-through entities
- Provide income, gift and estate tax planning consulting to clients
- Develop and train junior team members to advance their careers
- Collaborate with cross-functional teams to serve clients and foster firm growth
- Participate in local industry events and trainings to uphold the firm's presence
Key requirements- 6 years of relevant experience
- CPA required; EA or JD may be accepted in lieu of CPA
- Bachelor degree; degree in Accounting, Finance, or related preferred
- Experience with high-net-worth individuals, trusts, pass-through entities, and gift reporting preferred
- Experience in professional accounting, finance, or related field preferred
- collaboration
- leadership and mentoring
- client-focused communication
- high-net-worth taxation
- trusts taxation
- gift reporting
