Oversee preparation and review of complex tax returns including individual (1040), S-Corp (1120S), partnerships (1065), C-Corp (1120), estates and trusts
Review returns prepared by Tax Associates and provide technical feedback and coaching
Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
Conduct proactive mid-year and year-end tax planning sessions with clients
Ensure quality control and technical accuracy across all client deliverables
Stay current on federal and state tax law changes and communicate implications to clients and team members
Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
Partner with leadership on process improvements, technology adoption, and department goals

Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred
PTIN required
Minimum 5 years of progressive tax experience, including at least 2 years in a supervisory or lead role
Experience preparing and reviewing complex individual and business returns in a client-facing environment
Strong knowledge of high-net-worth tax strategies including deferred compensation, investment taxation, and entity structuring
Proficiency in tax software such as CCH Axcess
Excellent communication skills with the ability to simplify complex tax concepts for clients
Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
Experience working within or alongside a wealth management or financial planning environment preferred
Ability to work extended hours during tax season (January–April and other peak periods)

Tax Services Manager

Key skills