Tax Manager

Summary

The job is for a Tax Manager focusing on High Net Worth Individuals and Family Groups at Maxwell Locke & Ritter LLP. The position requires 7 years of relevant tax experience, CPA certification, and an advanced degree in taxation (preferred). Responsibilities include leading client engagements, managing deadlines, analyzing billing/collections, coaching junior associates, and providing exceptional client service. The company offers a unique opportunity for fast professional development with limited travel expectations.

Requirements

• Minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
• CPA certification

Responsibilities

• Lead client tax engagements from start to finish
• Help clients navigate their tax compliance requirements
• Manage the client’s tax deadlines, filing requirements, and analyzing billing/collections related to the client engagement
• Coach and mentor junior associates

Preferred Qualifications

Experience providing tax consulting and compliance services to high net-worth individuals and families including personal, estate/gift & trust tax returns

Benefits

• PTO: 22 days (increases with firm tenure)
• Paid parental leave and paid bereavement leave
• Annual bonus through profit-sharing plan
• 401(k) plan including profit-sharing contribution
• Insurance: medical insurance, dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
• Employee assistance program
• Continuing professional education
• Hybrid, flexible scheduling
• Many more perks and benefits