Tax Manager

Position Overview

We are seeking an experienced
Tax Manager
to lead our tax advisory and compliance efforts. Reporting to the Director of Tax Services, you will play a key role in providing innovative tax planning solutions integrated with our wealth, asset, retirement, and estate management services. The ideal candidate is a strategic thinker with deep expertise in individual and business taxation, particularly for high-net-worth clients.

Key Responsibilities

• Develop and implement sophisticated tax planning strategies to minimize client tax liabilities while aligning with their overall wealth management, retirement, and estate planning goals.
• Oversee the preparation and review of complex federal, state, and local income tax returns for individuals, trusts, estates, partnerships, and corporations.
• Provide proactive tax advisory services, including analysis of investment decisions, charitable giving, wealth