This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Family Services Tax Manager in the United States.
This role offers the opportunity to work closely with high-net-worth individuals, families, and trusts in a dynamic and fast-growing tax practice. You will play a key role in delivering tailored tax solutions, ensuring compliance while identifying strategic opportunities to optimize financial outcomes for clients. Combining technical expertise with client-facing responsibilities, you will manage complex tax engagements across multiple entity types. The position requires both independent execution and strong collaboration with partners and team members. You will also contribute to mentoring junior staff and strengthening team capabilities. This is an ideal opportunity for a detail-oriented professional who thrives in a fast-paced environment and values high-quality client service. The role supports flexible work arrangements while offering strong professional development opportunities.
Accountabilities:- Prepare and review complex tax returns for individuals, corporations, S-corporations, partnerships, trusts, and estates, ensuring accuracy and compliance with applicable regulations.
- Develop and maintain supporting documentation for tax filings, addressing technical issues and ensuring completeness of financial data.
- Provide direct client support, maintaining strong relationships and delivering high-quality service across multiple engagements and tax years.
- Collaborate closely with partners and internal teams to manage workflow, communicate progress, and meet deadlines, particularly during peak tax seasons.
- Mentor and guide junior team members, supporting their technical development and ensuring quality standards across deliverables.
- Interpret and apply federal, state, and local tax regulations, offering insights and solutions tailored to complex client scenarios.
- Identify opportunities for process improvements and contribute ideas to enhance efficiency and client outcomes.
Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Certified Public Accountant (CPA) designation required.
- 5–7+ years of experience in public accounting, with a strong focus on complex tax engagements involving high-net-worth clients and trusts.
- Deep knowledge of federal, state, and local tax regulations and compliance requirements.
- Strong analytical and problem-solving skills, with exceptional attention to detail.
- Proven ability to manage multiple priorities and meet tight deadlines, especially during busy tax seasons.
- Excellent interpersonal and communication skills, with the ability to build trust and maintain client relationships.
- Experience mentoring or supervising team members is highly desirable.
- Professional, proactive mindset with a commitment to continuous learning and high-quality work.
Benefits:
- Competitive salary based on experience and qualifications.
- Comprehensive health, dental, and vision insurance coverage.
- Retirement savings plan with employer contributions.
- Flexible paid time off and work-life balance support.
- Short-term and long-term disability coverage and employee assistance programs.
- Ongoing professional development, training, and certification incentives.
- Flexible work arrangements, including hybrid or remote options.
- Collaborative and supportive team culture with regular team-building activities.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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