Tax Manager - Boutique HNW Firm

Responsibilities: Review complex individual, trust, partnership, and S corporation tax returns. Advise high-net-worth clients and flow-through businesses on tax compliance and planning. Prepare tax projections, conduct research, and assist with consulting engagements. Manage and mentor a team of approximately three tax professionals. Serve as a primary client contact and provide exceptional client service. Collaborate with firm leadership to ensure timely, high-quality deliverables.

Qualifications: CPA preferred. 5+ years of public accounting tax experience. 1-2+ years of tax management or supervisory experience. Strong technical expertise with complex 1040s, trusts, K-1s, partnerships, and S corporations. Experience working with high-net-worth individuals and closely held businesses. Proven ability to develop staff and manage client relationships. Strong communication, project management, and problem-solving skills. Compensation & Benefits Medical, dental, and vision insurance 401(k) with employer match Profit sharing Flexible PTO with approximately 4-5 weeks annually Additional time off during slower periods Primarily in-office with some remote flexibility A technically strong tax professional who enjoys reviewing complex returns, advising sophisticated clients, mentoring staff, and contributing to a firm that combines big-firm caliber work with a collaborative, entrepreneurial culture.