Tax Manager

Green Key Resources; New Jersey; On-site; USD 110,000 - 170,000; Full time

Job summary

Green Key Resources is seeking an experienced Tax Manager to oversee compliance, planning, and advisory services for high-net-worth individuals and families. The role involves hands-on tax work, client interaction, and managing offshore resources within a growing tax practice.

The ideal candidate has 8+ years of tax experience, a CPA license, and strong technical knowledge across individuals, trusts, partnerships, and S-corporations.

Qualifications

• CPA license required.
• 8+ years of progressive tax experience in wealth management or public accounting.
• Experience serving high-net-worth individuals and families.
• Experience supervising offshore tax preparation teams.
• Strong client relationship and communication skills.
• Bachelor's degree in Accounting, Finance, Economics, or related discipline.
• Proficiency with tax software and Microsoft Office.

Responsibilities

• Oversee the preparation, review, and timely filing of complex federal and state tax returns for individuals, trusts, partnerships, and S-corporations.
• Provide proactive tax planning and advisory guidance to high-net-worth individuals and families.
• Serve as primary contact for clients, translating complex tax matters into practical recommendations.
• Supervise and review deliverables prepared by an offshore tax preparation team, ensuring quality and deadlines.
• Review completed tax returns and financial information to uncover planning opportunities and potential exposures.
• Research and resolve complex federal and state tax questions and provide clear recommendations.
• Coordinate tax strategies with internal professionals and outside advisors.
• Assist with developing and implementing tax processes as the department grows.
• Train, mentor, and guide junior tax professionals.
• Take ownership of special tax projects and strategic initiatives.

Skills

Client relation management

Communication

Analytical ability

Time management

Leadership

Education

CPA license

Bachelor's degree in Accounting/Finance/Economics

Tools

Microsoft Office

Holistiplan

Job description

A growing wealth and tax advisory organization is seeking an experienced Tax Manager to join its expanding tax practice. This individual will serve as a trusted resource to high-net-worth individuals, families, and their advisors, providing hands-on tax compliance, planning, and advisory support. The ideal candidate combines strong technical tax expertise with excellent client-facing skills and the ability to oversee both internal and offshore resources. This is an opportunity to take on a meaningful role within a growing team while helping develop processes, staff, and client relationships.

About the Role

The Tax Manager will oversee the preparation, review, and timely filing of complex federal and state tax returns for individuals, trusts, partnerships, and S-corporations. This role will also provide proactive tax planning and advisory guidance to high-net-worth individuals and families.

Responsibilities

• Oversee the preparation, review, and timely filing of complex federal and state tax returns for individuals, trusts, partnerships, and S-corporations.
• Provide proactive tax planning and advisory guidance to high-net-worth individuals and families.
• Serve as a primary point of contact for clients, participating in meetings and translating complex tax matters into practical recommendations.
• Supervise and review deliverables prepared by an offshore tax preparation team, ensuring quality, accuracy, and adherence to deadlines.
• Review completed tax returns and financial information to uncover planning opportunities, potential exposures, and opportunities to improve tax efficiency.
• Research and resolve complex federal and state tax questions and prepare clear, well-supported recommendations for clients and advisors.
• Partner with internal professionals and outside advisors to coordinate comprehensive tax strategies and compliance.
• Assist with the development and implementation of tax processes as the department continues to grow.
• Train, mentor, and provide guidance to junior tax professionals.
• Take ownership of special tax projects and other strategic initiatives as needed.

Qualifications

• 8+ years of progressive tax experience, ideally within a public accounting firm, registered investment adviser, family office, or wealth management environment.
• Active CPA license required.
• Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
• Strong technical knowledge of taxation for high-net-worth individuals, partnerships, S-corporations, and trusts.
• Prior experience supervising an offshore tax preparation team is highly desirable.
• Strong client relationship and communication skills, with the ability to confidently discuss complex tax matters with clients and advisors.
• Excellent analytical, organizational, and time-management abilities.
• Experience with Holistiplan is a plus.
• Proficiency with Microsoft Office and related tax/accounting technology.

Required Skills

This role is well suited for a tax professional who enjoys going beyond compliance and wants to play a strategic role in advising sophisticated clients. The successful candidate will be comfortable managing multiple priorities, leading others, interacting directly with clients, and identifying opportunities to add value through thoughtful tax planning.

Pay range and compensation package

Details regarding the pay range or salary or compensation will be provided during the interview process.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and encourage applications from all qualified individuals.