Tax Manager - Private Client Services

CyberCoders; Michigan; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

FSA

Life Insurance

Disability Insurance

Roth 401(k)

Flexible PTO

Summer Fridays

Bonus Program

Job summary

CyberCoders in West Michigan seeks a Tax Manager in Private Client Services to lead tax compliance and advisory services for high-net-worth individuals and families. You will manage client relationships, oversee preparation and review of tax returns, and offer strategic planning to optimize finances.

The role involves mentoring junior staff, staying current with federal and state tax changes, and delivering superior service across trust, estate, and business tax matters.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification is required.
• Minimum of 5 years of experience in public accounting, with a focus on tax compliance and planning for high-net-worth individuals.
• Strong understanding of federal and state tax regulations and compliance issues.
• Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.

Responsibilities

• Manage tax and consulting engagements for high-net-worth clients and closely held businesses, including review of individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and ensure compliance with professional standards
• Develop and maintain strong client relationships, acting as the primary point of contact for tax-related inquiries and services.
• Provide strategic tax planning advice to clients, including estate and gift tax strategies, investment tax strategies, and retirement planning.
• Supervise and mentor junior staff members, providing training and guidance on tax compliance and advisory work.
• Stay updated on tax law changes and industry trends to ensure clients receive the highest level of service and expertise.

Skills

Tax planning

Client relationships

Communication

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

Tax Manager - Private Client Services

We're a full-service CPA firm based in West Michigan, committed to helping clients reach their full potential through expert accounting, tax, and advisory services. Our team excels in areas like business litigation, valuation, technology solutions, and personal planning. We work with individuals and closely held businesses who share our values-trust, collaboration, entrepreneurship, and a long-term mindset.

Our core values-teamwork, going above and beyond, passion for living, and a growth mindset-guide how we work, connect, and grow. We balance hard work with fun, always striving to support both our clients and our team.

Position Overview

The Tax Manager in Private Client Services will lead tax compliance and advisory services for high-net-worth individuals and families. This role involves managing client relationships, overseeing the preparation and review of tax returns, and providing strategic tax planning advice to optimize clients' financial positions.

Key Responsibilities

• Manage tax and consulting engagements for high-net-worth clients and closely held businesses, including review of individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and ensure compliance with professional standards
• Develop and maintain strong client relationships, acting as the primary point of contact for tax-related inquiries and services.
• Provide strategic tax planning advice to clients, including estate and gift tax strategies, investment tax strategies, and retirement planning.
• Supervise and mentor junior staff members, providing training and guidance on tax compliance and advisory work.
• Stay updated on tax law changes and industry trends to ensure clients receive the highest level of service and expertise.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification is required.
• Minimum of 5 years of experience in public accounting, with a focus on tax compliance and planning for high-net-worth individuals.
• Strong understanding of federal and state tax regulations and compliance issues.
• Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.

Benefits

• Comprehensive medical, dental, FSA and Life/Disability Insurance options.
• Roth 401(k)
• Flexible paid time off (PTO)
• Half-day Fridays during the summer months
• Bonus Program Based on Tenure