Tax Manager

Job description

The Tax Manager is responsible for managing and reviewing complex tax engagements for affluent individuals, families, trusts, and related entities. This role serves as a trusted advisor to clients, providing proactive tax planning, consulting, and compliance services while maintaining strong client relationships. The Tax Manager collaborates closely with internal partners, supports business development efforts, mentors staff, and ensures the delivery of high-quality, timely, and compliant tax services. Primary Responsibilities: Qualifications, Education, Certifications, and Other Professional Credentials - Serve as the primary point of contact for high‑net‑worth individuals and families, building and maintaining long‑term, trusted client relationships - Review complex federal and multi-state income tax returns for individuals, including gift and estate taxes, as well as partnerships, trusts, and foundations - Proactively engage clients to deliver innovative tax planning, consulting, and compliance services in a timely and effective manner - Coordinate with colleagues outside of the tax group to deliver integrated family office and wealth-related services - Represent the tax functio...