Senior Business Manager

Key Responsibilities

• Tax Leadership & Advisory
• Prepare and review complex individual, partnership, corporate, and trust tax returns, including multi-state filings
• Lead tax planning, projections, and year-end strategies for high-net-worth clients
• Research and advise on tax issues related to client transactions and new legislation
• Business Management & Financial Oversight
• Review monthly, quarterly, and annual financial statements and cash flow projections
• Support asset acquisitions, leases, and financing processes, including escrow and lender coordination
• Review insurance coverage and ensure appropriate policies are in place
• Client & Relationship Management
• Serve as a primary advisor to clients alongside firm Partners
• Participate in client meetings and help manage long-term client relationships
• Maintain the highest level of discretion and professionalism
• Support onboarding of new clients and internal process improvements

Qualifications

• Bachelor’s degree in Accounting or related field; Master’s degree preferred
• CPA required
• 7+ years of tax experience in business management, public accounting, or family office environments
• Strong knowledge of tax compliance and planning for individuals, entities, estates, and trusts…