The Tax Manager will serve as the founding member of an in-house tax practice, preparing individual, business, and estate tax returns for wealth advisory clients. They will collaborate with financial advisers to provide integrated tax planning and develop internal workflows and infrastructure.
The Tax Manager is responsible for managing full-cycle tax reviews, signing returns, and maintaining direct communication with a diverse client base. They also serve as a technical resource for junior staff and contribute to firm-wide process improvement initiatives.
Lead the small business and high-net-worth individual tax pod by overseeing staff and reviewing complex tax returns. Drive proactive tax planning strategies and manage workflow to ensure quality and deadlines are met.
Prepare a high volume of business and individual tax returns while supporting a structured client transition. Contribute to team knowledge and eventually take on mentorship responsibilities as you progress toward a Manager role.
Prepare and review complex federal and state tax returns for individuals and closely held businesses while supporting tax engagements from planning to completion. Act as a direct point of contact for clients and provide proactive tax planning and advisory services under manager oversight.
Manage full-cycle tax engagements and serve as a primary point of contact for a portfolio of individual and business clients. Provide technical mentorship to junior staff while collaborating with firm partners on tax strategy and business growth initiatives.
Manage and review tax compliance and planning projects for individuals and businesses while collaborating on advisory strategies. Supervise and mentor junior staff accountants to ensure professional standards and exceptional client service.
Lead and review tax compliance and advisory engagements while collaborating with firm leadership on tax planning strategies. Supervise and mentor staff accountants while maintaining strong client relationships through proactive communication.
You will prepare and review complex tax compliance engagements for individuals and businesses while assisting with tax planning and advisory projects. Additionally, you will provide guidance and training to staff accountants to ensure accuracy and high-quality client service.
The Senior International Tax Manager will serve as the head of the U.S. tax function, focusing on reviewing complex tax returns and providing strategic advisory services. This role involves coordinating with an offshore delivery team and acting as the primary point of contact for clients regarding cross-border tax decisions.
Build and lead the tax division from the ground up, establishing workflows and a scalable technology stack. Provide proactive, year-round tax advisory for high-net-worth clients while collaborating with RIA partners to integrate tax strategies into broader wealth plans.
Assist with review and compilation engagements for nonprofit organizations by performing analytical procedures and identifying reporting issues. Prepare accurate workpapers and collaborate with team members and clients to ensure timely engagement completion.
Manage a portfolio of 15-20 monthly bookkeeping and accounting clients from start to finish. Perform full-cycle accounting tasks including transaction coding, reconciliations, and the preparation of monthly financial statements.
Lead client acquisition and manage relationships for a book of individual and business clients. Prepare and review high-complexity tax returns while supervising a small team of staff members.
The Tax Manager will own tax compliance for an existing client book, transitioning services from outside providers to in-house. They will also serve as a tax advisor in client meetings and establish internal workflows and a bookkeeping function.
Own the end-to-end tax function, including compliance and advisory for individual and business clients. Build the internal infrastructure and processes for a new in-house tax practice while collaborating with financial advisors.
Oversee tax compliance and planning projects for individuals and businesses while guiding junior staff. Collaborate with firm leadership on advisory strategies and maintain strong client relationships through proactive support.
Manage a portfolio of 15-20 monthly bookkeeping and accounting clients from start to finish. Perform full-cycle accounting tasks including transaction coding, reconciliations, and the preparation of monthly financial statements.
Manage a portfolio of 15-20 monthly bookkeeping clients, handling full-cycle accounting from transaction coding to financial statement finalization. Ensure accuracy in reporting and maintain organized financial records in compliance with firm standards.
Manage an established book of individual and entity clients, serving as the primary point of contact for delivery and inquiries. Review approximately 400 tax returns prepared by a support team to ensure accuracy and sign off before delivery.
The Head of Operations will oversee the delivery and operational infrastructure of the accounting practice, ensuring quality and efficiency across acquired firms. They will also act as the primary link between the accounting team and the product team to drive tool development and process improvements.
Manage full-cycle tax reviews and serve as a primary advisor for a portfolio of individual and business clients. Provide technical mentorship to junior staff while collaborating with partners on firm growth and tax strategy.
The Senior Tax Manager will manage full-cycle tax reviews, sign returns, and maintain direct communication with individual and business clients. They will also serve as a technical resource for junior staff and contribute to firm-wide process improvement initiatives.
The Tax Manager will lead and review tax compliance and advisory engagements for individuals and businesses while collaborating with firm leadership on strategy and planning initiatives. This role also involves supervising and mentoring junior staff accountants to ensure high-quality client service delivery.
The Tax Senior will be responsible for preparing and reviewing complex tax compliance engagements for individuals and businesses, while also assisting with tax planning and advisory projects. This role involves providing guidance and training to staff accountants to ensure accuracy and compliance with professional standards.
The Tax Manager is responsible for delivering high-quality, technically sound tax work, handling the review, signing, and client relationship management for engagements of appropriate complexity. They will also act as a technical resource for junior staff while maintaining an active workload of assigned returns.
The Founding Estate Planning Partner will design and lead estate planning and tax-compliance services integrated into the firm’s wealth management offering, serving as the subject-matter expert and long-term owner of this practice area. Key duties include leading service development, advising HNW/UHNW clients, establishing best practices, and driving growth across the firm's client base.
