Tax Manager

Overview SHR Talent is partnering with a growing wealth management and family office platform in its search for a Tax Manager. The Tax Manager opportunity is ideal for a tax professional who enjoys working with high-net-worth individuals and families, values collaboration, and wants exposure to both tax compliance and proactive planning within a modern, institutional-quality environment. Responsibilities Prepare and review individual, trust, and entity tax returns for high-net-worth clients Assist with proactive tax planning strategies, projections, and estimated payments Support year-end tax planning initiatives and multi-entity structures Research federal and state tax issues and communicate findings clearly Collaborate with internal advisors and cross-functional teams Maintain compliance with tax regulations and filing deadlines Contribute to continuous improvement of tax processes and workflows Qualifications Bachelor’s degree in Accounting or related field Certified Public Accountant (CPA) license, preferred, or CPA-eligible 5+ years of relevant tax experience Experience working with high-net-worth individuals, trusts, and closely held entities Background in public accounting, family office, or wealth management, preferred Strong technical skills and attention to detail Ability to communicate complex tax matters clearly and professionally Team-oriented mindset with long-term career interest Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing and Management Benefits Medical insurance Vision insurance 401(k) Referrals increase your chances of interviewing at SHR Talent by 2x. #J-18808-Ljbffr