Tax Manager overseeing tax-related functions for personal and corporate clients. Collaborating with wealth advisors to deliver integrated tax planning as part of holistic client wealth management.
Responsibilities
Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
Build and maintain client relationships aimed at client retention
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance with the Firm’s quality control standards
Requirements
3+ years of related experience
Bachelor’s degree, Accounting or Finance
CPA or EA preferred
Active PTIN
Deep knowledge of individual income tax, capital gains, estate and gift tax, and trust taxation
Experience with investment-related tax matters including partnership K-1s, qualified dividends, and wash sale rules
Strong understanding of retirement account taxation and planning strategies
High attention to detail and commitment to accuracy
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