Tax Manager

Company Overview:

Company is a growing, independent family office dedicated to helping successful individuals, families, and business owners make better financial decisions through integrated planning. Our clients value long-term relationships, thoughtful advice, and proactive planning over transactional services. As our tax practice continues to grow, we are seeking an experienced CPA who wants more than another busy-season job. This is an opportunity to help build and shape a modern tax practice that works alongside financial advisors to deliver strategic tax planning, not just annual tax compliance. If you enjoy solving complex tax issues, developing client relationships, and helping create systems that improve both the client and employee experience, we'd like to meet you.

Position Overview:

The Tax Manager will play a key leadership role in our expanding tax practice. You will oversee tax preparation and review, collaborate with financial advisors on year-round tax planning strategies, and help establish scalable processes that support continued growth.

This position offers meaningful influence over the direction of the practice and is ideal for someone who enjoys building systems, mentoring professionals, and creating exceptional client experiences.

Primary Responsibilities:

 Prepare and review federal and state income tax returns for:

 Individuals

 S Corporations

 Trusts and Estates

 Partnerships (occasionally)

 C Corporations (occasionally)

 Develop proactive tax planning strategies for high-net-worth clients and business owners.

 Collaborate with financial advisors to integrate tax planning into comprehensive financial planning.

 Conduct client meetings and explain tax strategies in clear, understandable language.

 Review complex tax situations and research technical issues.

 Develop and improve internal workflows, procedures, and quality control standards.

 Assist in selecting and implementing technology that enhances efficiency and client service.

 Mentor and support future tax staff as the practice grows.

 Help establish a culture focused on excellence, integrity, and continuous improvement.

Qualifications:

Required-

 Active CPA/EA license.

 Four or more years of public/client facing tax experience.

 Strong knowledge of individual, trust, partnership, and business taxation.

 Strong communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and straightforward manner.

 Strong organizational and project management abilities.

 Experience reviewing tax returns and managing multiple deadlines.

 High level of integrity and professionalism.

Preferred-

 Experience serving high-net-worth individuals and closely held businesses.

 Familiarity with the CCH suite of products.

 Familiarity with tax planning strategies beyond compliance.

 Experience with tax research and planning software.

 Leadership or supervisory experience.

 Interest in helping grow and improve a developing tax practice.

Compensation & Benefits:

We offer a competitive compensation package based on experience, including:

 Competitive base salary - range

 Performance-based bonus opportunities

 Retirement plan

 Paid time off

 Continuing Professional Education (CPE) support

 Professional licensing reimbursement

 Flexible work environment

 Leadership and professional development opportunities

Our Ideal Candidate:

We're looking for someone who is:

 Passionate about helping clients—not just preparing returns.

 Curious and committed to continuous learning.

 Interested in building something meaningful.

 Collaborative and team-oriented.

 Comfortable taking ownership and improving processes.

 Motivated by long-term relationships rather than transactional work.

 Excited about contributing to a growing family office where your ideas and leadership will have a lasting

impact.