Description: We are seeking a Tax Manager to join the tax department of a growing Registered Investment Adviser serving high-net-worth clients. This role will focus on tax planning, income tax preparation and review, projections, and advisor support.
The ideal candidate is a CPA with strong technical tax skills, experience reviewing complex returns, and the judgment to identify tax issues within a broader wealth management context.
Requirements:
Key Responsibilities:
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Prepare and review federal and state income tax returns, primarily for high-net-worth individuals.
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Review related trust, partnership, and S corporation returns as needed.
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Review source documents, workpapers, and return inputs for accuracy and completeness.
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Identify tax issues, planning opportunities, and items requiring client or advisor follow-up.
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Coordinate with financial advisors on tax matters affecting the client’s broader financial plan.
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Respond to client and advisor tax questions throughout the year.
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Maintain strong documentation and consistent tax department processes.
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Oversee, train, and mentor junior staff as the department grows.
Required Qualifications:
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Active CPA license required.
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Experience preparing and reviewing income tax returns.
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Knowledge of federal and state income tax law.
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Strong organizational, communication, and client-service skills.
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Ability to explain tax concepts clearly to advisors and clients.
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Sound professional judgment and strong attention to detail.
Preferred Qualifications:
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Master’s degree in taxation preferred.
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Experience with high-net-worth or ultra-high-net-worth clients.
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Experience in an RIA, family office, or private client tax practice.
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Familiarity with financial planning and broader wealth management concepts.
Ideal Candidate
The successful candidate will be technically strong, detail-oriented, and comfortable working in a client-focused advisory environment. This role is best suited for someone who values high-quality tax work, clear documentation, and the integration of tax compliance, tax planning, and wealth management advice.
Benefits:
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Competitive compensation
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Medical, dental, and vision benefits
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401(k) with company match (if applicable)
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Paid vacation and holidays
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Professional development opportunities
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Collaborative and professional work environment
