Tax Manager

Whitman Transition Advisors Job Community; United States; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Collaborative work environment

Ongoing training and development programs

Hybrid work arrangements

Job summary

A top national firm is seeking an experienced Tax Manager to manage tax compliance and consulting for high-net-worth clients. The ideal candidate holds a CPA and has 6-8 years of public accounting experience. This role offers competitive compensation, opportunities for growth, and a hybrid work model.

Qualifications

• 6-8 years of experience in public accounting focusing on high-net-worth clients.
• Proven expertise in tax compliance and planning.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Lead and manage tax compliance and consulting services.
• Oversee the preparation of tax returns.
• Provide expert tax advice and strategies.

Skills

Tax compliance

Tax planning

Client relationship management

Analytical skills

Organizational skills

Communication skills

Education

CPA certification

Bachelor's degree in accounting or related field

Job description

Tax Manager – High‑net‑worth Tax

Our client, a top national firm, is seeking an experienced and detail‑oriented Tax Manager to join our team. The ideal candidate will have a strong background in public accounting with a focus on high‑net‑worth clients.

Key Responsibilities

• Lead and manage tax compliance and consulting services for high‑net‑worth individuals, including complex tax returns and planning.
• Oversee and review the preparation of federal, state, and local tax returns.
• Provide expert tax advice and strategies to optimize clients’ tax positions.
• Develop and maintain strong client relationships, serving as a trusted advisor.
• Stay up-to-date with tax laws and regulations, ensuring compliance and identifying planning opportunities.
• Mentor and guide junior staff, fostering professional growth and development.
• Collaborate with other departments to deliver comprehensive client solutions.

Requirements

• CPA certification is mandatory.
• 6-8 years of experience in public accounting, specifically focusing on high‑net‑worth clients.
• Proven expertise in tax compliance and planning for HNW individuals.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.

What We Offer

• Competitive compensation and benefits package.
• Opportunities for professional growth and career advancement.
• A collaborative and supportive work environment.
• Access to ongoing training and development programs.
• Hybrid work arrangements and work‑life balance.