Tax Manager

Pathway Talent Partners, LLC; Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Pathway Talent Partners is partnering with a wealth management and advisory firm to provide sophisticated tax and wealth-planning guidance for high-net-worth individuals and families. The role focuses on designing strategies that maximize tax efficiency across estates, trusts, and business structures, while coordinating with a trusted advisory team.

The position emphasizes clear communication, staying current with tax developments, and delivering actionable recommendations aligned with client

Qualifications

• Advising high-net-worth individuals and multi-generational families on tax and wealth planning.
• Strong knowledge across individual, trust, estate, and gift taxes and complex ownership structures.
• Ability to evaluate opportunities balancing tax benefits with client/objectives.
• Ability to analyze tax returns, financial statements, ownership structures, and projections for planning.
• Excellent research, problem-solving and critical-thinking skills for tax planning.
• Clear, client-friendly communication and collaborative approach with professionals.

Responsibilities

• Partner with high-net-worth individuals and families to identify tax-efficient wealth-planning opportunities.
• Review complex tax/financial situations involving trusts, estates, and closely held businesses.
• Develop forward-looking tax and wealth-planning strategies aligned with client goals.
• Analyze planning projections and communicate risks and potential outcomes.
• Coordinate with attorneys, CPAs, and financial advisors to implement comprehensive plans.

Skills

High-net-worth clients

Wealth planning

Tax planning

Estate & trust taxation

Communication skills

Collaborative approach

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA designation preferred

JD or LL.M. in Taxation valued

5+ years tax planning/advisory

Job description

About the Opportunity

Pathway Talent Partners is partnering with a well-established, client-focused wealth management and advisory firm serving successful individuals, families, business owners, and entrepreneurs.This organization takes a highly personalized approach to helping clients navigate complex financial decisions, preserve wealth, and plan for future generations. With an emphasis on long-term relationships, collaboration, and exceptional client service, the firm offers a unique opportunity to work alongside experienced professionals while making a meaningful impact on clients' financial lives.

Key Responsibilities

• Partner with high-net-worth individuals, families, business owners, and their advisors to identify opportunities that improve tax efficiency and support long-term financial and wealth-planning objectives.
• Review complex tax and financial situations involving individuals, trusts, estates, closely held businesses, investments, and other sophisticated ownership structures.
• Develop and evaluate forward-looking tax and wealth-planning strategies that align with clients' personal, business, investment, estate, and legacy goals.
• Analyze the financial and tax impact of planning decisions and help clients understand potential outcomes, tradeoffs, and risks.
• Provide strategic guidance surrounding significant life and business events, including business sales, ownership transitions, liquidity events, succession planning, and wealth transfers.
• Evaluate planning opportunities related to estate and gift tax, charitable giving, executive compensation, investments, real estate holdings, business ownership, and intergenerational wealth transfer.
• Review tax returns, financial information, ownership structures, and planning projections to identify tax-saving opportunities and potential planning concerns.
• Research tax legislation, regulations, emerging planning concepts, and technical issues to uncover opportunities and support sound client recommendations.
• Stay current on federal and state tax developments and communicate relevant implications to clients and internal stakeholders.
• Coordinate with attorneys, CPAs, financial advisors, investment professionals, and other trusted advisors to develop and implement comprehensive wealth and tax planning strategies.
• Translate complex tax and wealth-planning concepts into clear, actionable guidance for clients, families, and professional advisors.
• Prepare and present tax planning analyses, projections, recommendations, and supporting materials for client meetings and strategy discussions.
• Contribute to the development of internal tax and wealth-planning resources, frameworks, and educational content that enhance the client experience.
• Maintain thorough documentation of recommendations, planning assumptions, client objectives, and ongoing action items while ensuring strategies are technically sound and aligned with client goals.

Desired Qualifications

• Experience advising high-net-worth individuals, multi-generational families, business owners, and executives on sophisticated tax and wealth-planning matters.
• Strong technical knowledge across individual, trust, estate, gift, and business taxation, including complex ownership structures and planning scenarios.
• Demonstrated ability to evaluate tax and wealth-planning opportunities through both a technical and practical lens, balancing tax benefits with real-world client and business objectives.
• Comfort analyzing tax returns, financial statements, investment information, ownership structures, and planning projections to identify opportunities and potential concerns.
• Excellent research, problem-solving, and critical-thinking skills with a natural curiosity for complex tax and wealth-planning issues.
• Ability to communicate nuanced tax and financial concepts in a straightforward, client-friendly manner.
• Confident in asking thoughtful questions, challenging assumptions, and identifying planning risks before they become issues.
• Collaborative approach when working alongside attorneys, accountants, financial advisors, investment professionals, and other professionals involved in a client's planning process.
• Strong professional judgment coupled with a commitment to accuracy, discretion, confidentiality, and exceptional client service.
• Self-motivated and proactive, with a desire to stay current on evolving tax laws, wealth-planning strategies, and industry developments.

Education

• Bachelor's degree in Accounting, Finance, Taxation, or a related discipline required.
• CPA designation strongly preferred; advanced tax credentials such as a JD or LL.M. in Taxation are also valued.
• 5+ years of experience in tax planning, tax advisory, private client services, wealth planning, or a related field.
• Background working with high-net-worth individuals, multi-generational families, trusts, estates, closely held businesses, and complex wealth-planning situations is highly desirable.
• Experience supporting clients through business sales, succession planning, recapitalizations, liquidity events, estate planning, or other significant wealth-transfer events is a plus.
• Prior tax compliance experience is beneficial; however, this position is focused primarily on advisory work, planning, strategy, and client consultation rather than high-volume return preparation.