Swoon ยท 1 day ago
Tax Manager - High Net Worth
United States
Full-time
Remote
Senior Level
$130K/yr - $150K/yr
5+ years expSwoon is a growing public accounting firm committed to providing a professional challenge and work-life balance. They are seeking an experienced Tax Manager to manage client engagements, provide tax strategies, and mentor staff while ensuring compliance with evolving tax regulations.
ConsultingHuman ResourcesInformation TechnologyLegalStaffing Agency
Hiring Manager
Emily Pistulka
Responsibilities
Manage a portfolio of client engagements while ensuring all work meets internal quality standards
Serve as a key point of contact for clients, offering clear explanations of technical tax issues and timely responses
Advise on tax strategies for individuals, businesses, and high-net-worth clients
Review work prepared by staff and seniors, offering mentorship and constructive feedback
Identify potential issues proactively and present recommended solutions to leadership
Participate in networking and relationship-building within your professional community
Take part in performance reviews and contribute to continuous improvement initiatives
Maintain an understanding of firm economics, including billing responsibilities
Stay current on tax trends, regulatory updates, and industry best practices
Support leadership with policy implementation and team communication
Assist with additional projects as needed
Qualification
Required
Excellent written, verbal, and interpersonal communication skills
Strong research abilities with the ability to manage multiple priorities
Demonstrated success overseeing multiple client engagements simultaneously
Experience providing tax planning and compliance for individuals and businesses
Background in multi-state and consolidated returns
Active CPA license
Bachelor's degree in Accounting
Minimum of 5 years of experience in public accounting or a closely related role
Preferred
Prior experience training or supervising junior team members
Master's in Taxation
Company
Swoon
In 2010, Swoon launched an agile, client-focused team that is not only savvy in our core industries but elbow-deep, every day, getting to know the strongest talent in the technology and professional fields.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Andy Baker
Co-Founder and Leadership Advisor
Alyssa Holtz
Client Partner
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