Tax Manager (High-Net-Worth Clients)

Cimavera Talent; New Jersey; Hybrid; USD 115,000 - 150,000; Full time

Job summary

Cimavera Talent is recruiting a Tax Manager for a growing wealth management firm in Northern New Jersey. You will lead the in‑house tax practice, oversee preparation and review of a broad range of returns, and partner with advisors to integrate tax strategy into clients’ financial plans.

This hybrid, full‑time role requires CPA/EA, 6+ years of tax experience, and strong leadership. Expect collaboration with executives, staff mentorship, and occasional travel.

Qualifications

• CPA or EA credential; candidates nearing CPA will be considered.
• 6+ years of public accounting tax experience.
• Experience preparing and reviewing complex tax returns.

Responsibilities

• Prepare and review a broad range of tax returns (individual, corporate, S corp, partnership, nonprofit, estate, and trust).
• Review staff work for accuracy and compliance with federal and state requirements.
• Manage multiple engagements with quality and timely completion.
• Prepare tax projections and proactive planning for clients.
• Analyze financial statements to identify planning opportunities.
• Partner with advisors to integrate tax strategy into client plans.
• Research complex tax issues and document conclusions.
• Monitor tax law changes affecting clients and processes.
• Supervise, mentor, and develop a team through coaching and training.
• Set priorities and monitor capacity to meet deadlines.
• Communicate with clients on tax planning and complex matters.

Skills

Analytical skills

Leadership

Mentoring

Communication

Time management

Education

CPA license or Enrolled Agent (EA)

Tools

QuickBooks

Tax software

Job description

Northern New Jersey | Full-Time | Hybrid

Our client is a growing, independent wealth management firm that brings investment advisory, financial planning, and tax services together under one roof for individuals, families, and business owners. Backed by an established and loyal client base, the firm has brought its tax practice in-house and is seeking a Tax Manager to help lead and shape it. This is an excellent opportunity to join an entrepreneurial team, mentor and develop an eager group of early-career accountants, and partner with advisors and planners to deliver tax strategy as part of each client's complete financial picture.

PRIMARY RESPONSIBILITIES

• Prepare and review a broad range of tax returns, including individual, corporate, S corporation, partnership, nonprofit, estate, and trust returns. Individual returns is the majority of the work.
• Review staff work for technical accuracy and compliance with federal and state requirements.
• Manage multiple engagements at once, ensuring quality standards and timely completion throughout the compliance calendar.
• Prepare and review tax projections and develop proactive tax planning strategies for clients.
• Analyze financial statements to identify planning opportunities for closely held businesses, business owners, and individuals.
• Partner with financial advisors and planners to integrate tax strategy into each client's broader financial plan.
• Research complex federal and state tax issues and document conclusions to support client recommendations.
• Monitor tax law changes and keep the firm informed of developments affecting clients and internal processes.
• Supervise, mentor, and develop a team through ongoing coaching and technical training.
• Set workflow priorities and monitor team capacity to meet deadlines without compromising quality.
• Communicate directly with clients on tax planning, compliance, and complex tax matters, translating technical concepts into clear, actionable guidance.

REQUIRED QUALIFICATIONS

• CPA license or Enrolled Agent (EA) credential; candidates nearing completion of the CPA exam will be considered.
• 6+ years of recent public accounting tax experience.
• Hands-on experience both preparing and reviewing complex individual, business, nonprofit, estate, and trust returns.
• Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates.
• Demonstrated understanding of small business operations and complex tax planning strategies.
• Proficiency with QuickBooks and professional tax software.
• Excellent analytical, organizational, and problem‑solving skills, with the ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong written, verbal, and interpersonal communication skills.
• A genuine passion for leading, mentoring, and developing people.
• Based in or within commuting distance of Northern New Jersey, or located in the Eastern or Central time zone with the ability to travel to the office periodically.
• Ability to travel approximately 10% for internal firm events.

PREFERRED QUALIFICATIONS

• Experience with UltraTax and SurePrep
• Prior experience supervising, mentoring, or training staff, including entry-level associates
• Experience serving owner‑managed businesses and individuals with complex tax situations
• Experience collaborating with financial advisors, wealth managers, or financial planners
• Interest in a growing, entrepreneurial environment where you can help build and shape a practice

The base salary for this position is estimated between $115,000 and $150,000 per year.