Job Title: Tax Manager - Private Wealth
Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice, the candidate will be expected to:
- Perform high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Prepare and lead client meetings focused on compliance and consulting projects concerning tax planning opportunities and the tax implications of transactions to the client.
- Train, mentor, and supervise both new and experienced Tax Consultants and Tax Seniors.
- Take on lead client-contact roles, engage in billing and profitability analysis on engagements.
- Participate in marketplace eminence building and pursue opportunities for growth in the field.
Education and Experience Information:
Required:
- Must possess the ability to perform job responsibilities within a hybrid work model requiring co-location in person 2 – 3 days per week.
- Willingness to travel up to 25%, on average, based on work needs and client industries/sectors.
- More than 5 years of public accounting experience, with at least 3 years focused on investment management.
- One of the following accreditations:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible: Licensed attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- A Bachelor's degree in accounting, finance, or another business-related field.
- Experience in reviewing partnership and/or trust documents.
- Experience in managing projects, including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.
Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.
Salary Information:
The wage range for this role considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for geographic differentials. The current reasonable estimate of the salary range is $93,660 to $213,200. Additionally, there may be eligibility for participation in a discretionary annual incentive program, subject to program rules, where awards depend on various factors, including individual and organizational performance.
The role offers a platform for professional development through opportunities to build new skills, take on leadership roles, and connect through mentorship. The company values inclusivity, empowering employees to contribute unique perspectives and foster creativity and innovation in solving complex client challenges. The company is committed to making a positive impact through its work with clients and investments in communities.
The company is an equal opportunity employer and considers all qualified applicants for employment without regard to legally protected characteristics. Qualified applicants with criminal histories will be considered in accordance with applicable laws, including fair chance hiring ordinances.
