The Tax Manager will prepare complex tax returns for high-net-worth individuals and their business entities while providing proactive tax advisory and planning services. They will serve as the primary point of contact for clients, managing tax projections and ensuring high-level service responsiveness.
Maintain client tax files and workflows, collect and organize tax documents, and verify imported data using SurePrep and Lacerte. Coordinate tax engagements and client communications, process e-filing and invoices, and support the Tax Director, Tax Managers, and other stakeholders with administrative and project work.
