Tax Senior Manager or Tax Manager

What you'll do: Review complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trusts Review fiduciary income tax returns for trusts and estates Support review of business entity returns (partnerships, S-corps, C-corps) as needed Manage client workbooks and engagement documentation in Excel Review returns using the Lacerte tax software platform Communicate directly with clients regarding return preparation, open items, and tax planning matters Collaborate within the Private Client Service group on shared engagements

What we're looking for: 7-15 years of public accounting experience, with a focus on individual income tax compliance for high net worth clients Hands-on experience with multi-state returns, brokerage statements, and Schedule K-1s Exposure to fiduciary and business entity return preparation is a plus Proficiency in Lacerte and Excel; comfort working with structured client workbooks Strong verbal and written communication skills; confidence interacting directly with clients CPA preferred; CPA candidates actively pursuing licensure will be considered Collaborative, team-oriented mindset with the ability to thrive in a group setting What sets this role apart Direct training and mentorship from Partner and Manager; not a large-firm hierarchy Real client ownership and relationship responsibility early in your tenure Tight-knit, collegial team with a strong culture of professional development Compensation $150,000-$250,000 base + 10-15% bonus + commission potential