Tax Manager - High Net Worth Specialty

Springline Advisory, Inc.; Kansas City (KS); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Growth opportunities

Collaborative culture

Competitive compensation

Professional development

Résumé du poste

Springline Advisory is seeking an experienced Tax Manager to serve high-net-worth individuals, families, trusts, estates, and closely held businesses. You will lead complex tax compliance, planning, and advisory engagements while building strong client relationships.

You will combine deep tax expertise with a proactive advisory mindset to help clients navigate complex financial matters and mentor team members.

Qualifications

• Bachelor’s degree in Accounting required or implied, CPA preferred.
• CPA license highly desirable for tax leadership roles.
• Experience with high-net-worth and estate/trust taxation is expected.
• Public accounting background with tax focus required.
• Demonstrated ability to mentor staff and manage multiple engagements.

Responsabilités

• Manage and review complex tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Provide proactive tax planning, consulting, and advisory services to clients and business owners.
• Build and maintain strong client relationships while serving as a trusted tax advisor.
• Conduct tax research and communicate recommendations on complex tax matters.
• Oversee multiple engagements and ensure timely, high-quality client deliverables.
• Mentor and develop staff through coaching, review, and performance feedback.
• Assist clients with IRS and state tax notices, audits, and compliance matters.
• Support practice growth through networking, referrals, and expansion of existing client relationships.

Connaissances

Strategic thinking

Client advisory

Communication

Leadership

Results oriented

Problem solving

Formation

Bachelor’s degree in Accounting

CPA license

Description du poste

At Springline Advisory, we're building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most.

Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today's fastest-growing firms, we're creating a place where ambitious people can build rewarding, long-term careers.

About the Role

We are seeking an experienced Tax Manager to serve as a trusted advisor to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role will lead complex tax compliance, planning, and advisory engagements while building strong client relationships and mentoring team members.

The ideal candidate combines deep technical tax expertise with a proactive advisory mindset and a passion for helping clients navigate complex financial and tax matters.

What You'll Do

• Manage and review complex tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Provide proactive tax planning, consulting, and advisory services to clients and business owners.
• Build and maintain strong client relationships while serving as a trusted tax advisor.
• Conduct tax research and communicate recommendations on complex tax matters.
• Oversee multiple engagements and ensure timely, high-quality client deliverables.
• Mentor and develop staff through coaching, review, and performance feedback.
• Assist clients with IRS and state tax notices, audits, and compliance matters.
• Support practice growth through networking, referrals, and expansion of existing client relationships.

About You

Strategic Problem Solver - Identifies key issues, evaluates alternatives, and develops proactive solutions, strong sense of action and decision making.

Client Advisor - Builds trust through clear communication, responsiveness, and practical guidance tailored to each client’s business needs.

Communication & Influence - Effectively communicates complex concepts to clients, colleagues, and leadership in a professional manner. Builds relationships easily across the firm with a collaborative mindset.

Leadership & Talent Development - Develops team members through coaching, accountability, and meaningful opportunities for professional growth.

Results Orientation - Successfully manages multiple priorities, drives engagements to completion, and consistently delivers high-quality outcomes.

Innovation & Process Improvement - Improves processes and efficiency in ways that strengthen both the client and employee experience.

Required & Preferred Qualifications

• Bachelor’s degree in Accounting
• Licensed CPA
• At least five years of recent public accounting experience in tax
• Significant experience serving high-net-worth individuals, families, trusts, estates, and closely held businesses
• Strong experience with complex individual (1040), partnership (1065), S-Corporation (1120S), trust (1041), and gift tax returns
• Tax planning and consulting experience for business owners and HNW clients
• Experience reviewing and mentoring staff
• Strong client relationship management and communication skills
• Experience with multi-state taxation, estate planning, and wealth transfer strategies preferred

Why Join Us

As part of Springline, you'll have the resources and infrastructure of a growing national platform while maintaining the entrepreneurial spirit and local-market influence that drive success.

• Hybrid Work Environment: Team members work in the office a minimum of 3 days per week to support collaboration, mentorship, and client service excellence.
• Meaningful Client Impact: Work directly with clients on complex tax compliance, provision, and advisory matters.
• Growth Opportunities: Expand your technical expertise and leadership influence within one of the fastest-growing accounting and advisory platforms in the country.
• Collaborative Culture: Join a team-oriented environment that values technical excellence, innovation, mentorship, and continuous learning.
• Competitive Compensation: Comprehensive salary and benefits package, including performance-based incentives and opportunities for professional growth.

Springline Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.