Tax Manager overseeing high-net-worth individual tax returns, trusts, and international compliance. Leading reviews, mentoring staff, and collaborating across departments in a growing firm.
Responsibilities
Review and finalize ~300 high-net-worth individual returns annually, many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning
Review ~20 trust and estate tax returns (Form 1041) and related filings
Review or support preparation of international compliance forms including FBAR, 5471, 5472, 8938, GILTI
Serve as a go-to resource for individual tax planning for business owners and families, including year-end planning and estimated payment strategies
Supervise and mentor staff and seasonal preparers (including remote contractors)
Coordinate with other Tax Department leaders on workload, deadlines, and firm initiatives
Collaborate with the GovCon and Accounting departments to deliver cross-functional planning and compliance
Assist in staff development, documentation of review procedures, and quality control initiatives
Requirements
CPA license (required)
7+ years of progressive tax experience in public accounting
Demonstrated expertise in 1040 review and related tax planning
Solid experience with trust & estate returns and rules (Form 1041)
Familiarity with international individual compliance (FBAR, 5471, 5472, etc.)
Comfortable working in a hybrid or remote team environment
Experience with CCH Axcess Tax, ProSystems Engagement, and Canopy is a plus
Benefits
Competitive salary + performance bonuses
Flexible work environment (hybrid, remote considered)
CPA license & CPE support
Leadership and client visibility in a collaborative culture
Opportunity to shape the Individual Tax function and mentor a growing team
High degree of autonomy, with support from a Director-level team
Job title
Tax Program Manager – Individual, Trust, International
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