ABOUT THE FIRM

Our client is not a wealth management firm. They are building a next-generation advisory platform that integrates tax strategy, wealth management, and business consulting for entrepreneurs, executives, and high-growth companies. This is a rare opportunity to join a firm that is deliberately redefining what advisory looks like — and to play a central role in shaping it.

THE OPPORTUNITY

We are seeking a high-caliber Tax Manager with deep corporate tax expertise who is ready to move decisively beyond compliance work and operate as a true strategic advisor. In this role, you will work directly with founders, CEOs, and high-net-worth clients — solving complex, high-stakes tax challenges and collaborating across an integrated wealth, CFO, and investment team.

KEY RESPONSIBILITIES

- Lead corporate and pass-through tax strategy for high-income individuals and closely held businesses

- Design and implement advanced tax planning structures — including multi-entity, partnership, and S-Corp arrangements

- Oversee and optimize R&D tax credit studies and supporting documentation

- Advise on transaction structuring, mergers & acquisitions, and exit planning

- Serve as a trusted advisor to founders, CEOs, and high-net-worth clients

- Collaborate cross-functionally with wealth, CFO advisory, and investment teams to deliver fully integrated client strategies

- Oversee the preparation and review of complex tax returns, ensuring quality and compliance

QUALIFICATIONS & EXPERIENCE

Required:

- Active CPA license

- 7+ years of experience in corporate tax, with a preference for public accounting or advisory environments

- Demonstrated expertise across corporate and partnership taxation

- Hands-on experience with R&D tax credit studies and documentation

- Proven ability to navigate multi-entity structures and complex ownership arrangements

- Strong client-facing communication and advisory presence

Preferred:

- Background at a Big 4 or top-tier regional firm

- Experience advising on M&A, transaction structuring, or exit planning

- Entrepreneurial mindset with comfort operating in a high-growth, fast-moving environment

- Demonstrated ability to think strategically — not just technically

WHAT MAKES THIS ROLE DIFFERENT

- No compliance grind — strategic advisory is the core of this role

- Direct access to decision-makers: founders, executives, and high-net-worth individuals

- Integrated model: tax, wealth, and business advisory working together

- The firm is building toward a $1B+ advisory platform — you will help shape that trajectory

- High autonomy, high trust, high impact — no bureaucracy

- Clear path to senior leadership with potential equity participation

PERKS

- Performance-based bonus program

- Path to senior leadership and potential equity participation

- Comprehensive benefits package

THIS ROLE IS IDEAL IF YOU ARE…

A high-performing CPA — likely at a Big 4 or strong regional firm — who:

- Is fatigued by the compliance grind and ready for something meaningfully different

- Wants to be in the room with decision-makers, not just processing their returns

- Is ready to step into a true advisory role where your judgment and strategy drive outcomes

- Thrives in a fast-moving, entrepreneurial environment with high ownership and low bureaucracy

- Is looking for a platform where senior leadership and equity upside are realistic outcomes

Apply today to learn more!