Tax Manager

name is recruiting a Tax Manager to join its Tax Advisory division, serving clients across Australia, Canada, Germany, India, the United Kingdom, and the United States. This full-time position places you at the center of tax operations, coordinating complex client work and functioning as a trusted advisor to both internal teams and high-net-worth clients.

What This Role Involves

As Tax Manager, you'll oversee the planning and execution of tax strategies for affluent individuals and their associated entities. Your responsibilities span direct client engagement, technical research, and mentoring—all while maintaining the highest standards of accuracy and client service. You'll work closely with wealth management professionals to identify tax-saving opportunities and ensure every client receives timely, expert guidance.

Core Duties

• Design and execute tax strategies for high-net-worth clients and their business structures, managing preparation timelines and extension filings
• Verify compliance with all applicable federal and regional tax regulations on behalf of client accounts
• Conduct in-depth research into complex tax scenarios, leveraging team resources and specialist input to reach sound conclusions
• Examine client financial situations in partnership with advisory colleagues to uncover tax-reduction opportunities
• Deliver consistently excellent client experiences through prompt, professional communication and problem resolution
• Serve as a technical resource to wealth management teams, advising on tax strategy, research direction, and regulatory developments
• Contribute to staff training and development alongside the Director of Tax Services, instructing both permanent and seasonal team members
• Collaborate with the Director of Tax Services to communicate significant tax changes to clients through newsletters, social platforms, and other channels

Skills & Qualifications

• Current CPA, EA, or JD designation plus minimum five years of professional experience in tax practice
• Established track record preparing individual tax returns and fiduciary returns, with specialization in high-net-worth family and personal taxation
• Excellent written and verbal communication abilities, capable of explaining technical concepts to clients and colleagues alike
• Proficiency with Microsoft Office tools, particularly Excel; demonstrated ability to learn new software and systems quickly
• Meticulous attention to detail, proactive follow-through on commitments, strong time management, and organizational discipline
• Ability to contribute effectively both as an individual contributor and as part of a collaborative team
• Willingness to work extended hours during busy season to meet client and firm needs

Preferred experience includes preparing tax returns for wealthy individuals, business entities, partnerships, charitable foundations, and gift tax matters; working with ProSystem fx Tax, CCH Axcess, or BNA Income Tax Planner platforms; or prior employment with national-tier or large regional accounting firms.

More About name

name is a leading financial services firm offering integrated wealth management, family office services, and business advisory solutions to individuals, families, and institutions. The firm combines deep technical expertise with substantial resources, guided by a fiduciary philosophy and commitment to understanding each client's unique circumstances. name operates as an equal opportunity employer, building teams on merit and capability without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or other legally protected characteristics.

Applying for This Role

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