Private Client Tax Manager - Hybrid, HNW Advisory

Insite US; Stamford (CT); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Generous PTO

Comprehensive benefits

Job summary

Insite US is seeking a Tax Manager for its Private Client Services practice, focusing on high-net-worth individuals and closely held businesses. The role involves managing engagements, leading teams, and delivering year-round tax strategy.

You will advise clients across personal and business tax matters, supervise Seniors and Associates, and work in a hybrid arrangement with strong client-facing opportunities.

Qualifications

• 5+ years of public accounting tax experience.
• CPA or Enrolled Agent licence required.
• Strong experience advising high-net-worth individuals and closely held businesses.
• Knowledge of individual and pass-through taxation.
• Experience with partnerships, corporations, trusts, estates and fiduciary returns.
• Strong federal and state tax research capabilities.

Responsibilities

• Manage Private Client tax engagements from planning through final delivery.
• Review complex federal and state income tax returns.
• Oversee compliance involving individuals, partnerships, corporations, trusts, estates and fiduciary entities.
• Develop year-round tax planning strategies for HNW individuals and business owners.
• Prepare and review interim tax projections and year-end planning.
• Identify opportunities to improve clients' tax positions.
• Research complex federal and state tax issues.
• Interpret new tax legislation and determine how changes could affect clients.
• Advise clients on the tax implications of business transactions.
• Assist with IRS and state tax matters, correspondence and audits.
• Manage engagement budgets, billing and collections.
• Ensure engagements are appropriately staffed and delivered within agreed deadlines.
• Provide technical guidance and coaching to junior staff.

Skills

Tax planning

Client relations

Team leadership

Review tax returns

Tax research

Education

CPA or EA licence

Tools

CCH Axcess

Job description

Insite US is seeking a Tax Manager for its Private Client Services practice, focusing on high-net-worth individuals and closely held businesses. The role involves managing engagements, leading teams, and delivering year-round tax strategy.

You will advise clients across personal and business tax matters, supervise Seniors and Associates, and work in a hybrid arrangement with strong client-facing opportunities.