Tax Manager (Partner Track)

VisionsHR; New Jersey; On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Partnership opportunities

Job summary

VisionsHR presents a Tax Manager (Partner Track) role in Bergen County, NJ for a top-tier wealth management and financial services firm. A CPA is required, with 7+ years in public accounting focusing on high-net-worth individuals, trusts and estates.

The candidate will take over an established $2M+ book of business from a retiring partner and lead tax strategy. The role emphasizes client ownership, strategic planning, staff mentorship, and collaboration with partners on growth initiatives.

Qualifications

• CPA required
• Bachelor's degree in Accounting or related field
• 7+ years of progressive public accounting experience, with focus on high-net-worth individuals, trusts, and estates
• Proven track record managing, growing, and retaining a substantial client book
• Strong technical knowledge of complex individual, trust, and fiduciary tax matters
• Demonstrated leadership experience, including staff supervision and mentorship
• Excellent client relationship management skills, with ability to take over and retain an existing high-net-worth client base

Responsibilities

• Own an existing $2M+ book of business as a retiring partner transitions out
• Review and oversee complex tax returns and planning for high-net-worth individuals, trusts, and estates
• Serve as primary relationship owner for an established client base, expanding relationships
• Provide strategic tax planning and advisory services tailored to high-net-worth clients
• Supervise, mentor, and develop tax staff, overseeing workflow and quality control
• Collaborate with firm partners on client service strategy and practice growth

Skills

CPA

Leadership

Client relationship management

High-net-worth tax

Strategic tax planning

Education

Bachelor's degree in Accounting

CPA certification

Job description

POSITION: TAX MANAGER (PARTNER TRACK)
HIGH NET WORTH TAX
LOCATION: BERGEN COUNTY, NJ
COMPENSATION: UP TO $250K DEPENDING ON EXPERIENCE + PARTNERSHIP PERKS

Our client is a prestigious, multi-location wealth management and financial services firm, ranked in the top 1% of CPA firms nationwide, seeking a full-time Tax Manager/Tax Partner. Candidates must have a CPA and extensive expertise in public accounting. This is an excellent opportunity to join a dynamic firm with a solid reputation and a promising future, taking over an established $2 million+ book of business from a retiring partner.

QUALIFICATIONS:

• CPA required
• Bachelor's degree in Accounting or related field
• 7+ years of progressive public accounting experience, with a strong focus on high-net-worth individual, trust, and estate taxation
• Proven track record managing, growing, and retaining a substantial client book
• Strong technical knowledge of complex individual, trust, and fiduciary tax matters
• Demonstrated leadership experience, including staff supervision and mentorship
• Excellent client relationship management skills, with the ability to take over and retain an existing high-net-worth client base

RESPONSIBILITIES:

• Assume ownership of an existing $2 million+ book of business as a retiring partner transitions out
• Review and oversee complex tax returns and planning for high-net-worth individuals, trusts, and estates
• Serve as primary relationship owner for an established client base, strengthening and expanding those relationships
• Provide strategic tax planning and advisory services tailored to high-net-worth clients
• Supervise, mentor, and develop tax staff, overseeing workflow and quality control
• Collaborate with firm partners on client service strategy and practice growth

All conversations are confidential