Job Summary

The Tax Manager acts as a client‑facing leader within the Tax Team, delivering high‑quality tax compliance services to high‑net‑worth individuals, trusts, and businesses. The role involves preparing, reviewing, and signing income tax returns, preparing tax projections and analysis, and providing exceptional client service in a fast‑paced environment. The position is fully managed and does not include audit or assurance work or active business development requirements.

Essential Job Functions

• Prepare, review, and sign tax returns for high‑net‑worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Communicate clearly and concisely with clients regarding the delivery of tax returns.
• Conduct tax research and provide timely responses to tax questions and requests.
• Respond to tax notices and review correspondence with tax staff.
• Stay current on tax law...