Private Client Tax Manager

Our client is a well-established professional services and accounting advisory organization serving privately held businesses, high-net-worth individuals, families, and private wealth clients. The firm offers a collaborative environment, career growth opportunities, and meaningful work with an emphasis on delivering exceptional client experience.

REQUIREMENTS
- Bachelor’s Degree in Accounting, Finance, or Related Field
- 7+ Years of Public Accounting Tax Experience
- Active CPA License Required
- Strong Individual Taxation Experience
- Extensive HNW / Private Client Experience
- Strong Estate, Gift & Trust Taxation Experience
- Experience Reviewing Complex Individual & Fiduciary Tax Returns
- Strong Tax Planning & Advisory Experience
- Client Relationship Management Experience
- Leadership, Coaching & Mentoring Experience
- Strong Project Management & Organizational Skills

PREFERRED QUALIFICATIONS
- Senior Manager-Level Experience
- Experience Advising Business Owners & Closely Held Businesses
- Advanced Estate, Gift & Trust Tax Knowledge
- Strong Tax Research & Planning Skills

Candidates must have an active CPA license, public accounting tax experience, and meaningful HNW/private client and estate/gift/trust experience.

COMPETITIVE SALARY