Tax Manager

Job Description Summary: The Tax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. This role partners with wealth advisors to identify tax-saving opportunities, manages complex tax engagements, reviews returns, and delivers strategic guidance to clients. The Tax Manager also supports and mentors tax staff while helping ensure exceptional client service and proactive tax planning solutions. Job Description: Primary Responsibilities Identify tax planning opportunities and coordinate with wealth advisors and client service teams to support clients’ broader financial, estate, charitable, and investment objectives; Research tax issues, prepare clear recommendations, and communicate findings to clients, advisors, and internal stakeholders in a practical and professional manner; Manage client engagements, workflow, deadlines, review processes, and coordination with permanent and seasonal tax staff; Build and maintain strong client relationships by providing proactive communication, high-quality service, and timely responses to client and advisor inquiries; Collaborate with wealth management teams to incorporate income tax, fiduciary tax, gift tax, charitable planning, stock option, and multi-state planning considerations into client recommendations; Review and provide guidance to tax preparers and seasonal staff, including technical coaching and feedback during