Tax Manager POST NUMBER: 461244
Title: Tax Manager
Company: Wealth Management and Tax Advisory Firm
Compensation: $135K to $170K
Job Summary
Join a growing advisory-focused firm that blends tax strategy with wealth and retirement planning for high net worth individuals, founders, and privately held businesses. This role provides direct client ownership, meaningful autonomy, and a clear pathway toward senior leadership in a collaborative, entrepreneurial environment. Onsite presence is required during tax season, with a hybrid model available the remainder of the year.
Responsibilities
- Lead and review complex individual, partnership, corporate, and trust tax engagements
- Provide proactive year-round tax planning and strategic guidance to clients
- Collaborate closely with internal wealth and retirement planning teams to deliver integrated advice
- Improve internal systems and workflows using CCH Axcess or comparable tax software, CRM tools, and Microsoft 365
- Train, mentor, and support junior team members while contributing to overall practice growth
- Maintain strong client relationships and deliver high-quality service in a fast-growing environment
- Participate in refining firm processes and contributing to continuous improvement efforts
Qualifications
- 6 to 8 years of tax experience across individual, partnership, corporate, and trust entities
- Active CPA license
- Prior leadership or staff management experience
- Strong communication skills and ability to work directly with clients and cross-functional partners
- Commitment to delivering proactive, strategic tax guidance, not just compliance work
- Experience with CCH Axcess or similar tax platforms
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