Tax Manager
Manager or Senior Manager of TaxWe are seeking an experienced Tax Manager or Senior Manager to lead and manage complex tax engagements with a focus on partnerships, trusts, high-net-worth individuals, and real estate entities. This role will play a key part in delivering high-quality tax compliance and advisory services, while building strong client relationships and mentoring junior staff.Key ResponsibilitiesManage and review preparation of federal and state tax returns, including:Partnerships (1065)Trusts & Estates (1041)Individuals (1040), including high-net-worth clientsCorporations (1120)Provide strategic tax planning and consulting services for:Real estate investments and structuresHigh-net-worth individuals and family officesTrust and estate planning strategiesInterpret and apply tax laws and regulations to complex client situationsReview work of staff and seniors to ensure accuracy, completeness, and complianceIdentify tax-saving opportunities and risk areas for clientsServe as primary point of contact for clients and build long-term relationshipsCoordinate with internal teams and external advisors (legal, wealth management, etc.)Stay current on changes in tax legislation and industry trends, particularly in real estate and pass-through entitiesAssist with IRS and state tax audits, notices, and inquiriesMentor, train, and develop junior team membersQualificationsBachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred)CPA required (or actively pursuing for Manager level; required for Senior Manager)5–7+ years of public accounting experience for Manager8–12+ years of experience for Senior ManagerStrong experience with:Partnerships and pass-through entitiesTrusts and estates taxationHigh-net-worth individual tax planningReal estate tax structures and reportingDeep knowledge of federal and multi-state tax complianceExperience reviewing complex tax returns and managing engagementsStrong analytical, organizational, and problem-solving skillsExcellent communication and client-facing skillsPreferred ExperienceExperience working with real estate developers, private equity real estate funds, or REITsExposure to complex partnership structures, waterfalls, and allocationsFamiliarity with tax software such as CCH Axcess, ProSystem fx, or similar