Tax Manager

The Agency; Memphis (TN); On-site; USD 80,000 - 110,000; Full time

Job summary

A financial advisory firm is seeking an experienced Tax Manager to lead tax advisory and compliance efforts. This role involves developing tax planning strategies, overseeing tax return preparation, and providing proactive advisory services for high-net-worth clients. Ideal candidates will have significant experience in public accounting or wealth management, along with an active CPA or EA license. The position offers a full-time engagement focused on delivering integrated tax solutions.

Qualifications

• 5-7+ years of progressive tax experience in public accounting or wealth management.
• Active CPA or EA license required.
• Strong knowledge of high-net-worth taxation and multi-state compliance.

Responsibilities

• Develop and implement sophisticated tax planning strategies.
• Oversee preparation and review of complex tax returns.
• Provide proactive tax advisory services.

Skills

Tax planning strategies

Tax compliance

Client advisory

Tax research

Mentoring

Education

Bachelor's degree in Accounting, Finance, or related field

Master's in Taxation or JD/LLM preferred

Job description

Position Overview

We are seeking an experienced Tax Manager to lead our tax advisory and compliance efforts. You will play a key role in providing innovative tax planning solutions integrated with our wealth, asset, retirement, and estate management services. The ideal candidate is a strategic thinker with deep expertise in individual and business taxation, particularly for high-net-worth clients.

Key Responsibilities

• Develop and implement sophisticated tax planning strategies to minimize client tax liabilities while aligning with their overall wealth management, retirement, and estate planning goals.
• Oversee the preparation and review of complex federal, state, and local income tax returns for individuals, trusts, estates, partnerships, and corporations.
• Provide proactive tax advisory services, including analysis of investment decisions, charitable giving, wealth transfer techniques, and retirement distributions for tax efficiency.
• Collaborate with wealth advisors, financial planners, and estate planning specialists to deliver integrated solutions for clients.
• Conduct tax research on evolving legislation, regulations, and rulings; advise clients and internal teams on impacts and opportunities.
• Manage tax compliance processes, including estimated payments, extensions, and responses to IRS/state inquiries or audits.
• Identify potential tax risks and opportunities; develop mitigation strategies and planning recommendations.
• Mentor and supervise junior tax staff, ensuring high-quality work and professional development.
• Stay abreast of changes in tax laws and best practices in wealth management taxation.
• Contribute to business development by supporting client meetings and proposing tax-efficient strategies.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or JD/LLM preferred.
• Active CPA or EA license required.
• (5-7+) years of progressive tax experience in public accounting, a wealth management firm, or financial services environment.
• Proven expertise in high-net-worth individual taxation, trusts, estates, gift tax, and multi-state compliance.
• Strong knowledge of tax implications related to investments, retirement accounts, and estate planning tools.

If you are a dedicated tax professional passionate about helping clients achieve financial success through expert tax guidance, we encourage you to apply.

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Accounting/Auditing

Industries: Accounting