Tax Senior / Manager

Independent RIA | Hybrid

We are a growing independent RIA with in-house tax and planning expertise supporting high-net-worth individuals and families. The firm is seeking an experienced Tax Senior to lead tax preparation, tax planning, and technical guidance while partnering closely with advisors and clients on complex financial, trust, and estate matters.

This role is ideal for a seasoned tax professional who enjoys client interaction, advanced planning, and mentoring junior team members in a collaborative advisory environment.

What You’ll Do

Prepare, review, and sign individual and entity tax returns
Lead year-end tax planning and advanced tax strategy development
Serve as a technical tax and planning resource for advisors and staff
Communicate complex tax, trust, and estate concepts to clients
Coordinate with advisors, trust companies, and external professionals
Monitor tax law changes and translate them into actionable strategies
Mentor and coach associate advisors and tax staff
Contribute to client-facing and internal educational content

What We’re Looking For

Bachelor’s degree in Accounting or Finance
EA required; CPA strongly preferred
5+ years of tax preparation and review experience
Experience with tax planning and high-net-worth clients
Strong communication and client-facing skills
Ability to lead, mentor, and collaborate across teams
Experience with tax software (CCH preferred) and CRM systems a plus

Why Join

In-house tax role within a wealth management firm
Direct client interaction and strategic planning focus
Leadership and mentorship opportunities
Collaborative, team-oriented culture
Competitive compensation and benefits

👉 Apply or inquire confidentially to learn more.

✅ LinkedIn Job Post (Short + Scroll-Friendly)

🧾 Now Hiring: Tax Senior (RIA Firm)

A growing independent RIA is adding a Tax Senior to its in-house tax and financial planning team.

This role is ideal for a tax professional who enjoys:
✔ Advanced tax and financial planning
✔ Working directly with high-net-worth clients
✔ Partnering with wealth advisors on complex cases
✔ Mentoring junior tax and advisory staff

What we’re looking for:

5+ years of tax preparation and review experience
EA required; CPA preferred
Strong background in tax planning and compliance
Comfortable explaining complex tax concepts to clients
Experience with CCH tax software a plus

What’s offered:

Strategic, client-facing tax role within an RIA
Leadership and mentorship responsibilities
Competitive compensation and benefits
Collaborative, team-oriented environment

Tax Manager