Experience: Senior Level
Salary: $130,000 - $160,000 per year
Job Details
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Prepare and review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns, including Forms 1040, 1041, 709, 990, 1065, and 1120.
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Advise clients and internal teams on income tax, estate planning, estimated taxes, tax-liability projections, and related matters.
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Partner with investment managers, clients, attorneys, Operations, and tax authorities to coordinate payments and resolve notices.
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Bring a bachelor’s degree, CPA or Enrolled Agent designation, and 6–10 years of relevant tax or financial-services experience.
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Apply strong knowledge of portfolio accounting, investments, and corporate tax while managing multiple deadlines with accuracy; experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, or SurePrep is a plus.
A bit about us:
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We are a collaborative financial services firm dedicated to providing thoughtful tax, investment, and wealth-management support to our clients. We are seeking an experienced Tax Manager who thrives in a fast-paced environment and can partner effectively with clients, attorneys, investment managers, and colleagues across the organization.
Why join us?
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Competitive compensation with profit sharing and a 401(k) matching program
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Comprehensive health, dental, vision, and disability benefits
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Flexible hybrid work environment
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Firm-paid commuter benefit and tuition assistance
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Inclusive, collaborative culture with opportunities for professional growth
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