Tax Manager - Boutique HNW Firm

Join a growing public accounting firm serving high-net-worth individuals, families, and closely held businesses. This role is heavily focused on tax review, client relationships, staff development, and technical tax consulting in a collaborative, team-oriented environment.

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
Responsibilities Review complex individual, trust, partnership, and S corporation tax returns.Advise high-net-worth clients and flow-through businesses on tax compliance and planning.Prepare tax projections, conduct research, and assist with consulting engagements.Manage and mentor a team of approximately three tax professionals.Serve as a primary client contact and provide exceptional client service.Collaborate with firm leadership to ensure timely, high-quality deliverables.
Qualifications CPA preferred.5+ years of public accounting tax experience.1-2+ years of tax management or supervisory experience.Strong technical expertise with complex 1040s, trusts, K-1s, partnerships, and S corporations.Experience working with high-net-worth individuals and closely held businesses.Proven ability to develop staff and manage client relationships.Strong communication, project management, and problem-solving skills. xzbcwsv
Compensation & Benefits $120,000-$150,000 base salaryMedical, dental, and vision insurance401(k) with employer matchProfit sharingFlexible PTO with approximately 4-5 weeks annuallyAdditional time off during slower periodsPrimarily in-office with some remote flexibility
Ideal Candidate A technically strong tax professional who enjoys reviewing complex returns, advising sophisticated clients, mentoring staff, and contributing to a firm that combines big-firm caliber work with a collaborative, entrepreneurial culture.