Tax Manager

Job Description

Job Description

An established and highly regarded wealth management company is seeking a Tax Manager to join its growing Tax & Financial Planning team. Are you open to relocating to the Richmond market for a hybrid opportunity with a strong career growth path? This is an exceptional role for sharp professionals coming directly from public accounting who are looking to progress toward the Director level. The firm offers a great workplace culture, hybrid work flexibility, a lucrative compensation package, and a performance-based bonus.

In this role, you'll lead complex tax engagements and collaborate closely with high-net-worth clients, integrating tax strategy with long-term financial planning. You'll also mentor junior staff, oversee client deliverables, and play a key role in the continued success and growth of the firm's tax practice.

Key Responsibilities

Manage federal and state income tax planning and consulting engagements for high-net-worth individuals.

Prepare and review individual, estate & trust, gift, and pass-through entity income tax returns.

Oversee accurate and timely preparation of returns, conducting detailed reviews for accuracy and completeness.

Gather, analyze, and input relevant client information into CRM and tax systems.

Communicate directly with clients to collect data, discuss outcomes, and provide proactive tax planning insights.

Support business development efforts through client and prospect meetings, contributing to growth of the firm's tax practice.

Collaborate with the wealth advisory team to align tax strategies with clients' overall financial goals.

Assist the Director of Tax & Financial Planning in communicating new tax law developments to clients and team members.

Research and analyze complex or atypical tax issues and present findings to both clients and internal teams.

Represent clients before the IRS and other taxing authorities, managing audits and correspondence.

Stay informed on evolving tax laws and contribute to continuous process improvements.

Participate in seasonal overtime during peak tax periods.

Enjoy a hybrid work environment, blending in-office collaboration with remote flexibility.

Leadership & Mentorship

Supervise, mentor, and guide tax associates on all tax-related projects.

Review and provide feedback on work prepared by associates.

Manage coordination and integration of multiple tax engagements and departmental initiatives.

Support team members in developing tailored financial plans to meet each client's unique needs.

Qualifications

Bachelor's degree in Accounting or a related field.

Minimum 5+ years of tax management experience in public accounting.

Active Certified Public Accountant (CPA) license.