Tax Manager
Lead a team managing tax strategies for ultra-high net worth clients, with a strong focus on mentoring, compliance, and succession planning. Excellent growth and flexibility. CPA or JD required.
The Tax Manager role focuses on providing expert tax consulting services for the ultra-high net worth segment. With a competitive annual salary range from $95,400 to $180,400, it attracts experienced finance and tax professionals. The permanent, full-time position includes flexible scheduling, discretionary bonuses, and excellent professional development opportunities. This is a management-level position requiring a CPA, JD, or enrolled agent license, and at least five years of relevant public accounting experience.
Daily Responsibilities and Job Scope
In this Tax Manager position, you’ll be advising fund executive clients on key tax strategies and compliance issues. Day-to-day work includes handling succession and wealth transfer planning, estate, gift, and entity taxation, as well as overseeing the team’s work output. Managers interact closely with internal experts in estate, state, and international tax, ensuring comprehensive solutions for clients. You will act as a mentor, providing guidance and career development for staff. The job demands excellent relationship-building with clients and professional advisors, as well as collaboration with senior leadership for business growth initiatives.
Top Advantages: Benefits and Career Growth
This position provides a robust compensation and benefits package, featuring flexible scheduling and performance bonuses. You’ll join a collaborative workplace culture highly focused on career advancement. Managers receive ongoing training and mentorship opportunities, supporting both personal and team development. Working within a large, reputable firm brings stability and significant networking opportunities. Overall, the role offers substantial exposure to a diverse range of high-value tax situations, enhancing your professional profile.
Main Challenges to Consider
Working with ultra-high net worth clients means consistently high expectations for expertise and service. The position requires balancing multiple complex tasks simultaneously, which can be stressful for some. Managers must keep pace with ever-changing tax regulations and ensure their teams remain up to date. Tight deadlines are common during peak tax season. Finally, candidates without strong people management or technical tax skills may find the role demanding.
Окончательный вердикт
The Tax Manager position for ultra-high net worth fund executives is an exceptional opportunity for experienced professionals. It provides impressive compensation, career development, and a supportive management environment. However, candidates should carefully consider their ability to handle high client demands and complex, evolving regulations. For those who thrive under pressure and value team leadership, this role is an ideal career step.
