CPA Tax Manager
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Job Summary
To support a growing practice, the full-time salaried CPA Tax Manager will consult with ultra-high-net-worth clients, manage complex tax engagements, and lead a team focused on optimizing tax strategies and compliance.
Key responsibilities:
- Consult and service ultra-high-net-worth family clients on tax efficiency, estate planning, and wealth transfers
- Oversee the review of complex tax engagements and research tax matters to enhance strategies
- Develop and mentor junior team members while managing client deliverables and engagement economics
Required qualifications:
- CPA or JD required
- Minimum of 5 years of experience in public accounting, law, or a family office environment
- Expertise in estate, gift, and trust taxation, including complex cross-jurisdictional issues
- Proven ability to build long-term client relationships and identify client needs
- Strong leadership skills with a commitment to teamwork and mentorship
Complete Job Description
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