Synectics Inc
OPPORTUNITY
A well-established private wealth management firm is seeking a Tax Manager to join its growing Tax Department. This is a full-time, in-office position, open to offices in
New York City, Nashville, Minneapolis, Phoenix, Grand Rapids, or Dallas .
The Tax Department was launched in 2023 and has quickly grown to serve over 300 client households. The firm is committed to delivering an elite, high-touch tax experience and intentionally maintains a lower-than-industry-average volume of tax returns to ensure proactive and personalized client service.
The Tax Manager is expected to have strong tax technical skills with room for growth, a desire to work with high-net-worth individuals, and a client-service mindset. This role supports existing clients only, with no business development or client acquisition responsibilities , and reports directly to the Tax Director .
RESPONSIBILITIES
* Provide tax planning, compliance, and advisory services to high-net-worth and Family Office clients * Review and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely filing * Act as a signer on tax returns when deemed appropriate by the Tax Director * Participate in client meetings to address tax-related inquiries and provide strategic recommendations, with support from senior tax leadership as needed * Collaborate with advisors and internal teams to ensure compliance with federal and state tax regulations * Identify tax planning opportunities and assist in implementing strategies under senior guidance * Conduct research on complex federal and state tax matters and prepare clear, well-documented responses * Provide limited mentoring and guidance to junior staff on tax engagements * Continue developing technical tax expertise through exposure to complex tax matters
QUALIFICATIONS
* Minimum of 5 years of experience in a public accounting firm or RIA, serving as a Tax Senior Associate, Senior Accountant, or Tax Manager * EA designation required ; Active CPA or JD preferred * Bachelor's degree in accounting, finance, economics, mathematics, or a related field * Strong knowledge of individual taxation, with exposure to S-Corps, Trusts, Partnerships, and Non-profits * Detail-oriented with strong time management and prioritization skills * Experience with CCH Axcess, CCH Workflow, and Holistiplan preferred * Proficiency in MS Word, Excel, and PowerPoint
A well-established private wealth management firm is seeking a Tax Manager to join its growing Tax Department. This is a full-time, in-office position, open to offices in
New York City, Nashville, Minneapolis, Phoenix, Grand Rapids, or Dallas .
The Tax Department was launched in 2023 and has quickly grown to serve over 300 client households. The firm is committed to delivering an elite, high-touch tax experience and intentionally maintains a lower-than-industry-average volume of tax returns to ensure proactive and personalized client service.
The Tax Manager is expected to have strong tax technical skills with room for growth, a desire to work with high-net-worth individuals, and a client-service mindset. This role supports existing clients only, with no business development or client acquisition responsibilities , and reports directly to the Tax Director .
RESPONSIBILITIES
* Provide tax planning, compliance, and advisory services to high-net-worth and Family Office clients * Review and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely filing * Act as a signer on tax returns when deemed appropriate by the Tax Director * Participate in client meetings to address tax-related inquiries and provide strategic recommendations, with support from senior tax leadership as needed * Collaborate with advisors and internal teams to ensure compliance with federal and state tax regulations * Identify tax planning opportunities and assist in implementing strategies under senior guidance * Conduct research on complex federal and state tax matters and prepare clear, well-documented responses * Provide limited mentoring and guidance to junior staff on tax engagements * Continue developing technical tax expertise through exposure to complex tax matters
QUALIFICATIONS
* Minimum of 5 years of experience in a public accounting firm or RIA, serving as a Tax Senior Associate, Senior Accountant, or Tax Manager * EA designation required ; Active CPA or JD preferred * Bachelor's degree in accounting, finance, economics, mathematics, or a related field * Strong knowledge of individual taxation, with exposure to S-Corps, Trusts, Partnerships, and Non-profits * Detail-oriented with strong time management and prioritization skills * Experience with CCH Axcess, CCH Workflow, and Holistiplan preferred * Proficiency in MS Word, Excel, and PowerPoint