Nixon Peabody LLP
Wealth Management Tax Services Manager
The Wealth Management Tax Services Manager is responsible for all aspects of tax compliance for accounts with the highest complexity, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. This position will develop and maintain advanced tax planning strategies for our high-net-worth clients and serve as a significant resource for other staff members, managers, and attorney/trustees. A remote work arrangement is available for this position.
Location A remote work arrangement is available for this position, but you will also be expected to serve clients in
Boston, MA; Chicago, IL; Manchester, NH; New York City, NY; Providence, RI; Rochester, NY; Washington, DC .
Key Responsibilities
Train, mentor, and supervise tax preparers and administrative staff.
Manage daily workflow and scheduling to ensure timely completion of all client work.
Collaborate with management to improve processes, maintain quality standards, and support business growth.
Build and maintain strong client relationships, handling inquiries and resolving issues promptly.
Prepare personal returns of the highest complexity, including those with private equity and foreign investments.
Analyze and anticipate planning opportunities for clients.
Prepare all levels of fiduciary income tax returns for trusts, including highly intricate and specialized accounts.
Prepare advanced-level estate fiduciary income tax returns and decedent returns working closely with practice group attorneys and paralegals.
Conduct and oversee a review of an assigned group of fiduciary accounts at periodic intervals throughout the year, reviewing transaction data and other account information to ensure appropriate tax treatment.
Conduct quarterly reviews of applicable trust and individual accounts to determine the need for estimated tax payments and perform calculations as needed.
Collaborate with other staff members to adhere to departmental procedures and timelines to prepare tax reporting for an assigned group of fiduciary accounts.
Peer review other team members’ prepared individual tax returns.
Maintain extremely high accuracy and responsiveness to internal and external clients.
Prepare and oversee federal and state income tax returns for an assigned group of individual clients, including review, analysis, client communication, and estimated tax planning for subsequent periods.
Participate in internal and external trainings to enhance knowledge of tax laws and regulations applicable to the group’s practice.
Support and mentor staff members by sharing knowledge of applicable tax law and tax-related software.
Assist the Director, Tax Department in the development, improvement, and implementation of processes and procedures.
Lead tax planning and/or research projects related to assigned client accounts.
Perform other duties as assigned.
Qualifications
10+ years of relevant tax experience, including 4–5 years in a Senior Tax role.
Bachelor’s degree in accounting, finance, or a related field (Master’s degree in taxation preferred).
CPA, EA, or other similar industry certification required.
Experience with WK Axcess Tax, OneSource Trust Tax, BNA Planner, or WK Accuplanner preferred.
Strong research, analytical, and knowledge of applicable tax law rules and regulations.
Deep knowledge of IRS Subchapter J laws and related regulations with the ability to apply these concepts to fiduciary income tax practice.
Excellent verbal and written communication skills.
Ability to work effectively as an individual contributor and as part of a team.
Strong organizational skills and superior attention to detail.
Proven leadership or supervisory experience within a tax, accounting, or law firm.
Equal Opportunity / E‑Verify Nixon Peabody LLP is an Equal Opportunity / affirmative action employer. We are committed to creating a fair workplace and do not discriminate against any employee or applicant for employment because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation, citizenship status, or any other characteristic protected by applicable law.
To comply with federal law, Nixon Peabody participates in E‑Verify. All newly hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility.
Salary Range Depending on location, the anticipated annual salary range for this position is as follows:
Manchester, NH: $124,000 to $190,850
Providence, RI: $124,000 to $190,850
Rochester, NY: $124,000 to $190,850
Boston, MA: $136,500 to $210,100
Chicago, IL: $136,500 to $210,100
Washington, DC: $136,500 to $210,100
New York, NY: $150,000 to $231,000
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Location A remote work arrangement is available for this position, but you will also be expected to serve clients in
Boston, MA; Chicago, IL; Manchester, NH; New York City, NY; Providence, RI; Rochester, NY; Washington, DC .
Key Responsibilities
Train, mentor, and supervise tax preparers and administrative staff.
Manage daily workflow and scheduling to ensure timely completion of all client work.
Collaborate with management to improve processes, maintain quality standards, and support business growth.
Build and maintain strong client relationships, handling inquiries and resolving issues promptly.
Prepare personal returns of the highest complexity, including those with private equity and foreign investments.
Analyze and anticipate planning opportunities for clients.
Prepare all levels of fiduciary income tax returns for trusts, including highly intricate and specialized accounts.
Prepare advanced-level estate fiduciary income tax returns and decedent returns working closely with practice group attorneys and paralegals.
Conduct and oversee a review of an assigned group of fiduciary accounts at periodic intervals throughout the year, reviewing transaction data and other account information to ensure appropriate tax treatment.
Conduct quarterly reviews of applicable trust and individual accounts to determine the need for estimated tax payments and perform calculations as needed.
Collaborate with other staff members to adhere to departmental procedures and timelines to prepare tax reporting for an assigned group of fiduciary accounts.
Peer review other team members’ prepared individual tax returns.
Maintain extremely high accuracy and responsiveness to internal and external clients.
Prepare and oversee federal and state income tax returns for an assigned group of individual clients, including review, analysis, client communication, and estimated tax planning for subsequent periods.
Participate in internal and external trainings to enhance knowledge of tax laws and regulations applicable to the group’s practice.
Support and mentor staff members by sharing knowledge of applicable tax law and tax-related software.
Assist the Director, Tax Department in the development, improvement, and implementation of processes and procedures.
Lead tax planning and/or research projects related to assigned client accounts.
Perform other duties as assigned.
Qualifications
10+ years of relevant tax experience, including 4–5 years in a Senior Tax role.
Bachelor’s degree in accounting, finance, or a related field (Master’s degree in taxation preferred).
CPA, EA, or other similar industry certification required.
Experience with WK Axcess Tax, OneSource Trust Tax, BNA Planner, or WK Accuplanner preferred.
Strong research, analytical, and knowledge of applicable tax law rules and regulations.
Deep knowledge of IRS Subchapter J laws and related regulations with the ability to apply these concepts to fiduciary income tax practice.
Excellent verbal and written communication skills.
Ability to work effectively as an individual contributor and as part of a team.
Strong organizational skills and superior attention to detail.
Proven leadership or supervisory experience within a tax, accounting, or law firm.
Equal Opportunity / E‑Verify Nixon Peabody LLP is an Equal Opportunity / affirmative action employer. We are committed to creating a fair workplace and do not discriminate against any employee or applicant for employment because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation, citizenship status, or any other characteristic protected by applicable law.
To comply with federal law, Nixon Peabody participates in E‑Verify. All newly hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility.
Salary Range Depending on location, the anticipated annual salary range for this position is as follows:
Manchester, NH: $124,000 to $190,850
Providence, RI: $124,000 to $190,850
Rochester, NY: $124,000 to $190,850
Boston, MA: $136,500 to $210,100
Chicago, IL: $136,500 to $210,100
Washington, DC: $136,500 to $210,100
New York, NY: $150,000 to $231,000
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