Tax Manager

Responsibilities: Manage workflow and completion of federal and state returns (Forms 1040, 1041, 1065, 1120, 1120-S) and related state filings; perform first-level technical reviews Review K-1 reporting, investment income, capital gains, basis, loss limitations, trust distributions, multistate matters, estimated taxes and extensions; resolve discrepancies Ensure returns are accurate and documented; support tax projections, notices and technical research Identify tax planning opportunities through return review and client activity; present observations to tax leadership and advisory teams Assist with multiyear projections, estimated tax strategies, charitable giving, trust and estate tax considerations, and closely held business transactions Collaborate with relationship managers and investment, fiduciary and other advisors to translate complex tax information into practical recommendations Directly supervise and coach tax preparers and staff; manage annual compliance calendar and workflow from organizers to e-filing Coordinate collection of K-1s and documents; step in during peak periods; resolve bottlenecks across teams Utilize UltraTax CS, SurePrep, TaxCaddy; standardize checklists and improve automation and data quality Monitor performance metrics and recommend process/tose improvements to tax leadership

Key requirements: Bachelor’s degree in Accounting or related field; CPA or Enrolled Agent strongly preferred Approximately 5–8+ years of progressive tax experience including complex return preparation, first-level review and staff supervision HNW/UHNW or family office experience preferred Strong knowledge of individual, fiduciary, partnership and corporate taxation, including multistate compliance and interconnected family structures Hands-on proficiency with UltraTax CS; familiarity with SurePrep, TaxCaddy, Excel and digital tax workflows preferred Sound technical judgment, initiative, proactive mindset; strong organization, communication, discretion and coaching skills strong communication coaching and staff development discretion and judgment UltraTax CS SurePrep TaxCaddy