Tax Manager (Wealth Management Firm)

Oxford Tax Recruiting, Inc.; West Hartford (CT); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Parental leave

Paid holidays

PTO

Job summary

Oxford Tax Recruiting, Inc. is seeking a Tax Manager to support a high-net-worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns.

The role emphasizes work/life balance, collaboration, and direct client interaction in a hybrid or office-based environment in West Hartford, CT. The ideal candidate has 5+ years of public accounting, CPA/EA credentials, and strong tax knowledge with excellent communication skills.

Qualifications

• 5+ years of public accounting or equivalent experience.
• Bachelor’s in Accounting or related field.
• CPA or EA required; Master’s in Tax preferred.
• Strong technical tax knowledge and general accounting skills.
• Highly organized, detail‑oriented, and able to manage high‑volume workloads.
• Excellent communication skills and ability to explain complex concepts clearly.
• Standard business hours, with occasional extended hours during tax season.
• Hybrid or office‑based setup; must be able to work in a professional, interruption‑free environment.

Responsibilities

• Tax return preparation — Prepare, review, and sign returns for individuals, trusts, and entities.
• Estimates & projections — Develop quarterly estimates and forward‑looking tax projections.
• Client communication — Provide clear, timely updates on all tax‑related matters.
• Tax research — Identify and communicate impacts of tax law changes.
• Issue resolution — Work with staff to respond to tax notices and review correspondence.
• Team mentorship — Guide and support junior tax team members.

Skills

Tax return preparation

Client communication

Tax research

Team mentorship

Estimates & projections

Public accounting experience

Education

Bachelor’s in Accounting

CPA or EA

Master’s in Tax preferred

Job description

The Tax Manager supports a high‑net‑worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. This role is ideal for someone who enjoys client service without the traditional public‑accounting pressures of billable hours, audit work, or business development. The environment emphasizes work/life balance, collaboration, and direct client interaction.

Key Responsibilities

• Tax return preparation — Prepare, review, and sign returns for individuals, trusts, and entities.
• Estimates & projections — Develop quarterly estimates and forward‑looking tax projections.
• Client communication — Provide clear, timely updates on all tax‑related matters.
• Tax research — Identify and communicate impacts of tax law changes.
• Issue resolution — Work with staff to respond to tax notices and review correspondence.
• Team mentorship — Guide and support junior tax team members.

Qualifications

• 5+ years of public accounting or equivalent experience
• Bachelor’s in Accounting or related field
• CPA or EA required; Master’s in Tax preferred
• Strong technical tax knowledge and general accounting skills
• Highly organized, detail‑oriented, and able to manage high‑volume workloads
• Excellent communication skills and ability to explain complex concepts clearly
• Standard business hours, with occasional extended hours during tax season
• Hybrid or office‑based setup; must be able to work in a professional, interruption‑free environment
• Routine sitting/standing; minimal physical requirements

Compensation & Benefits

• Base salary range: $120,000–$150,000
• Comprehensive benefits package including medical, dental, vision, life and disability insurance, paid parental leave, paid holidays, PTO, retirement plan with match, and additional wellness and family‑support programs