Tax Manager

We are seeking a licensed CPA Tax Manager for a boutique accounting firm dedicated to serving ultra-high-net-worth (UHNW) families and individuals. They specialize in sophisticated income tax planning and generational wealth transfer strategies. We are seeking a growth-oriented, driven professional who can work both independently and collaboratively. In this role, you will lead complex technical tasks while delivering the "white-glove" service our clients expect and deserve. Because delivering this level of excellence requires sharp, focused minds, we intentionally manage our client roster to ensure our team never faces the grueling 80-hour work weeks typical of tax season. This is a possible contract-to-hire opportunity.

Role Overview

The Tax Manager will oversee all aspects of the tax planning, preparation, and review process for their assigned client base. You will lead complex tax research projects, manage client compliance and reporting, and act as a trusted advisor.

Key Responsibilities

• Tax Review & Preparation: Review complex individual, business, and trust tax returns. Prepare highly complex returns as needed.

• Strategic Planning: Prepare tax projections and proactively identify tax-saving opportunities for UHNW/HNW clients.

• Project Management: Organize workflows, prioritize engagements, and ensure all statutory deadlines are met efficiently and accurately.

• Research & Analysis: Perform high-level tax research, document potential issues within returns and workpapers, and assess legislative proposals through a strategic tax lens.

• Cross-Functional Collaboration: Collaborate with personnel throughout the company to obtain, analyze, and synthesize data for seamless tax compliance.

• Team Leadership: (Optional but recommended) Mentor, train, and provide technical guidance to junior tax staff and seniors.

Qualifications:

Qualifications

• Education & Licensure: Active CPA license required.

• Experience: 5+ years of progressive tax experience in public accounting. Experience with UHNW clientele is highly preferred.

• Technical Skills: Excellent analytical and tax accounting skills. Proficiency in tax compliance, consulting, and modern tax software (UltraTax is preferred or similar).

• Soft Skills: Exceptional organizational, problem-solving, and interpersonal skills. Strong project management and presentation capabilities.

• Communication: Excellent written and verbal communication skills, with the ability to distill complex tax concepts for clients.

• Software Proficiency: Highly proficient in the Microsoft Office Suite (Word, Excel, PowerPoint. UltraTax, Onvio – ideal but not necessarily needed.

What They Offer (If converted to a full-time employee)

• Competitive base salary

• 100% paid Employee Health Insurance

• 401(k) • Generous PTO and paid holidays

• Continuing Professional Education (CPE) support and professional dues reimbursement

Compensation

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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