Boutique Recruiting
An established tax firm serving high-net-worth individuals and businesses is seeking an experienced Tax Manager/Supervisor to join their team. In this role, you will primarily review and prepare complex tax returns, provide mentorship to junior staff, and ensure high-quality deliverables for their affluent clientele. They are looking for a dedicated professional who values work-life balance outside of tax season, has excellent communication skills, and is committed to putting down roots with their firm for long-term growth.
Tax Manager/Supervisor Responsibilities:
Review tax returns prepared by staff accountants, ensuring accuracy and compliance
Prepare complex returns
Prepare and review basic trust returns
Mentor junior staff members to facilitate their professional development
Communicate effectively with affluent clients regarding tax matters
Contribute to team efforts during peak tax season
Work with various entity types including single member LLCs, sole proprietorships, S corps, C corps, and trusts
Handle clients with multiple properties and employees
Adapt to firm-specific processes and software systems
Tax Manager/Supervisor Requirements:
Minimum 10 years of experience preparing complex individual returns for high-net-worth clients
Experience with K1s, including complex returns involving hedge funds and private equity
Understanding and ability to prepare and review basic trusts
CPA license required
Proficiency with tax preparation software
ProSeries experience preferred
Excellent communication skills for client interactions
Ability to work extended hours during tax season
Team-oriented approach and willingness to assist beyond primary responsibilities
Positive attitude and resilience during high-pressure periods
Desire for long-term career growth within a small firm environment
Benefits:
Competitive salary
Performance-based discretionary bonus
Simple IRA with employer match
Comprehensive health benefits
Unique vacation policy with potential for significant additional paid time off
5 days of paid sick leave
8 paid holidays
Relocation assistance available
Work-life balance focus outside of tax season
Small firm environment with respectful, collaborative culture
Opportunity for long-term growth toward partnership
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