Private Client Tax Manager - Hybrid Path to Partner

Insite US; Stamford (CT); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work flexibility

Comprehensive benefits and PTO

Job summary

Insite US is seeking a Tax Manager in Stamford, CT to join the Private Client Services practice, focusing on high-net-worth individuals, families, entrepreneurs and closely held businesses. You will lead engagements, manage planning, and oversee multi-entity tax returns.

You’ll mentor Seniors and Associates, develop year-round strategies, review complex returns, and ensure timely delivery with hybrid in-office work roughly 3 days per week.

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.

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 impacts for clients.
• Advise on tax implications of business transactions.
• Assist with IRS and state tax matters, correspondence and audits.
• Manage engagement budgets, billing and collections.
• Ensure engagements are staffed and delivered on time.

Skills

Tax planning

Client relationships

Team leadership

Tax research

Communication

Education

Bachelor's degree in Accounting or related

Tools

CCH Axcess

Job description

Insite US is seeking a Tax Manager in Stamford, CT to join the Private Client Services practice, focusing on high-net-worth individuals, families, entrepreneurs and closely held businesses. You will lead engagements, manage planning, and oversee multi-entity tax returns.

You’ll mentor Seniors and Associates, develop year-round strategies, review complex returns, and ensure timely delivery with hybrid in-office work roughly 3 days per week.