Private Client Tax Manager
Top Stack Group · topstackgroup.com
ColumbusLead / Manager5+ yrs
The job in short
Private client tax management.
TaxCompliance
Details
- Found
- 9 d ago · posted 2026-08-23
- Location as listed
- Columbus, OH, US
- Role
- Audit / Tax
- Source
- The company’s own careers site
Full description
Our recruiting team is seeking an experienced Private Client Tax Manager to provide tax planning, compliance, and advisory services to high-net-worth individuals and privately held businesses. This role will manage client engagements, oversee tax professionals, and provide strategic guidance on complex tax matters.
Key Responsibilities
• Manage tax engagements from planning through completion.
• Review complex individual, business, partnership, and trust tax returns.
• Conduct tax research and develop planning recommendations.
• Supervise, mentor, and develop junior tax professionals.
• Build and maintain strong client relationships.
• Identify tax issues, risks, and opportunities and communicate recommendations.
• Monitor engagement budgets, timelines, and profitability.
• Collaborate with internal teams and external advisors as needed.
• Lead client meetings and present financial or tax information to stakeholders.
Qualifications
• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA certification required.
• 5+ years of public accounting or tax experience.
• Strong experience with individual and business taxation.
• Knowledge of federal, state, and local tax regulations.
• Strong analytical, research, organizational, and communication skills.
• Ability to manage multiple client engagements and deadlines.
• Experience with tax software preferred.
• Experience managing or mentoring tax professionals is a plus.
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