Tax Manager

Insite US; Hartford (CT); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Full health benefits

401k with firm match

Flexible PTO policy

Professional development budget

Job summary

A mid-sized CPA firm in Connecticut seeks an experienced Private Client Tax Manager. This role involves managing high-net-worth clients and preparing complex tax returns. Candidates should have over 6 years of experience in public accounting and a CPA license. The firm offers a competitive salary up to $150,000 and robust benefits including flexible PTO and professional development opportunities.

Qualifications

• 6+ years of public accounting experience.
• Experience with high-net-worth clients is necessary.
• Solid understanding of trusts, partnerships, and S-corps.

Responsibilities

• Manage a portfolio of individual and family clients.
• Prepare and review complex tax returns.
• Lead tax planning conversations.

Skills

Client relationship skills

Leadership experience

Multi-state taxation knowledge

Education

CPA license (Connecticut preferred)

Tools

CCH Axcess

Job description

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Base pay range

$140,000.00/yr - $150,000.00/yr

Direct message the job poster from Insite US

CPA Recruiter Specialising in Tax & Audit

Private Client Tax Manager

Connecticut | Full-Time

We're partnered with a thriving mid-sized CPA firm in Connecticut looking for an experienced Private Client Tax Manager who thrives on building relationships and solving complex tax challenges. If you're tired of being just another number at a mega-firm but want more growth opportunities than a small practice can offer, this might be your perfect fit.

What You'll Actually Be Doing

You won't just be buried in returns all day (though you'll definitely prepare some). As a Private Client Tax Manager, you'll be the go-to person for thier high-net-worth individuals, business owners, and families who need more than just basic tax prep.

Your day-to-day includes:

• Managing a portfolio of sophisticated individual and family clients
• Preparing and reviewing complex federal and multi-state tax returns
• Leading tax planning conversations that actually make a difference in clients' lives
• Supervising and mentoring junior staff (yes, you'll have a team)
• Collaborating with our estate planning and business advisory teams
• Staying ahead of tax law changes (we'll pay for your CPE, obviously)

Who You Are

You're a CPA with 6+ years of public accounting experience, and you've moved beyond just "getting the work done" to actually enjoying the strategy behind it. You've worked with high-net-worth clients before and understand that a $50,000 tax bill requires a different conversation than a $5,000 one.

Must-haves:

• CPA license (Connecticut preferred, but we can work with reciprocity)
• 5+ years of public accounting experience with a focus on individual taxation
• Experience with high-net-worth clients and complex returns
• Solid grasp of multi-state taxation, trusts, partnerships, and S-corps
• Leadership experience or a strong desire to develop it
• Client relationship skills that go beyond "here's your tax bill"

Nice-to-haves:

• Estate and gift tax experience
• Family office or private wealth experience
• Proficiency with CCH Axcess or similar professional tax software
• Experience with tax projections and multi-year planning strategies

Why You'll Want to Work Here

• They're big enough to handle sophisticated work but small enough that everyone knows your name. Partners are accessible, decisions get made quickly, and good ideas get implemented regardless of who suggests them.
• This isn't a "stay in your lane" environment. If you want to get more involved in estate planning, business advisory, or even firm management, they'll support that journey.
• Yes, tax season is busy. But they staff appropriately, set realistic deadlines, and don't expect you to live at the office from February through April. Most of their team takes real vacations in July.
• Competitive base salary (Up to $150,000 depending on experience) plus performance bonus, full health benefits, 401k with firm match, flexible PTO policy, and professional development budget.

What Makes This Role Special

You'll be joining a firm that's been around for 30+ years but thinks like a startup when it comes to serving clients. Their clients stay with them for decades because they actually care about their success, not just their compliance. You'll have the resources of a mid-sized firm with the client relationships of a boutique practice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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