Tax Manager

• Lead the preparation and final review of complex individual tax returns for high-net-worth clients, ensuring accuracy, timeliness, and regulatory compliance
• Oversee tax engagements for pass-through and corporate entities, including partnerships, S corporations, and related filings with multi-state considerations
• Advise business owners on tax planning strategies that support growth, operational decisions, and long-term financial objectives
• Provide guidance on transaction-related tax matters, including ownership changes, business exits, and other restructuring events
• Manage K-1 reporting and coordinate the tax treatment of entity activity across multiple jurisdictions
• Serve as a primary point of contact for clients, translating technical tax matters into clear recommendations and building long-term advisory relationships
• Review financial data and supporting records using tools such as QuickBooks and Lacerte Tax Software to support efficient tax compliance and planning
• Collaborate with internal professionals across advisory and valuation functions to develop integrated solutions for complex client situations

• At least 3 years of experience in public accounting or tax advisory, with progressive responsibility in client service and High Net Worth Individual experience
• Strong background in tax work for high-net-worth individuals and pass-through entities, including partnerships and S corporations
• Experience preparing or reviewing forms such as 1040, 1065, 1120, and 1120S, along with K-1 reporting requirements
• Working knowledge of multi-state taxation, annual tax provision concepts, and relevant standards such as ASC 740 and US GAAP
• Proficiency with tax and accounting systems, including Lacerte Tax Software and QuickBooks
• Certified Public Accountant designation preferred, or active progress toward completion
• Excellent communication skills with the ability to manage client relationships in a detail-focused, consultative manner
• Self-directed work style with strong accountability, organization, and attention to detail

Certified Public Accountant designation preferred, or active progress toward completion

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan