Private Wealth Services Tax Experienced Manager

Overview

In this role you will guide complex tax work for high net worth clients, focusing on estate, gift, and income tax planning within Private Wealth Services. You'll lead multi-disciplinary engagements, mentor staff, and collaborate with client advisers to deliver accurate, high-value tax solutions. The position emphasizes client relationships, technical depth, and cross-functional teamwork to drive growth and service excellence.

Compensation / Benefits

• hybrid work model
• comprehensive benefits
• flexible work arrangements
• career growth opportunities
• discretionary annual bonus
• well-being programs

Responsibilities

• Provide tax planning and consulting for high net worth clients on estate, wills and trusts taxation, and individual income taxes
• Lead and coordinate client service teams across engagements; plan, execute, and close tax projects
• Develop, train, and mentor staff; conduct performance assessments
• Research and advise on federal estate, gift, charitable planning, and generation-skipping tax matters
• Utilize tax software to prepare returns and research tax issues
• Manage inquiries from IRS and other tax authorities
• Maintain proactive client communication to manage expectations and deadlines
• Support business development through proposal development and client pursuits
• Perform other duties as assigned

Key requirements

• Bachelor's in Accounting; CPA or licensed Bar or Enrolled Agent designation (with Masters) required
• 8-10 years of progressive tax compliance/consulting in Family Wealth Planning or related area
• Experience dealing with family units with $25M+ net worth and implementing tax strategies
• Strong analytical, technical, and tax accounting/technology skills
• Excellent client service, communication, and relationship-building abilities
• Leadership, business development, recruiting, training, coaching, and mentoring skills
• Ability to manage multiple engagements in a fast-paced environment

• client service orientation
• strong communication
• interpersonal and presentation skills
• estate, gift, charitable planning
• generation-skipping tax (GST) planning
• tax compliance and research