Tax Manager or Tax Director
2 weeks ago
A nationally recognized, full-service accounting and advisory firm known for their commitment to excellence, long-standing client relationships, and collaborative culture. From high-net-worth individuals and family offices to closely held businesses and nonprofits, they help clients navigate complex financial challenges through personalized strategies grounded in technical expertise and proactive service.
They are seeking a highly motivated and experienced Tax Manager or Tax Director to join their growing team on a partnership track. This role is ideal for a driven professional who is passionate about advising sophisticated clients, leading teams, and contributing to the firm's long-term vision, with the opportunity to advance toward partnership.
Responsibilities:
Lead and review complex tax engagements, including tax compliance and planning for high-net-worth individuals, partnerships, trusts, estates, family offices, and closely held businesses
Identify and deliver strategies to minimize liabilities and maximize opportunities for clients
Serve as a trusted advisor by developing and nurturing relationships with clients, understanding their unique personal and business goals
Supervise, mentor, and develop tax team members; foster a supportive environment that reflects the firm's values
Work closely with partners and senior leadership on client development initiatives and firm-wide strategic projects
Stay current with evolving tax legislation and proactively communicate relevant changes and planning opportunities to clients and internal teams
Requirements:
CPA license required; MST or JD/LLM in taxation preferred
10+ years of experience in public accounting with a focus on tax compliance and consulting
Ideally bring established client relationships to help expand and strengthen the firm's practice
Expertise working with high-net-worth individuals, family offices, trusts & estates, and privately held businesses
Strong technical knowledge of federal, state, and local tax laws and regulations
Excellent communication skills with the ability to explain complex tax concepts clearly to clients and colleagues
Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
Entrepreneurial mindset with a commitment to client service and professional development
The average base salary for professionals joining the firm at this level is approximately $250,000, reflecting the firm's commitment to attracting and retaining top talent. In addition to a competitive base salary, the firm offers a comprehensive benefits package that supports health, well-being, and work-life balance. Most importantly, this role comes with a clear pathway to partnership, providing motivated individuals the opportunity to become an integral part of the firm's long-term growth and leadership.
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