The Tax Manager will serve as a true manager and operational leader of the tax practice, overseeing day-to-day tax operations while directly supporting and managing additional tax preparers and team members. This role will combine sophisticated tax planning, preparation, review, and advisory services for high-net-worth individuals and families with responsibility for workflow management, quality control, deadlines, team development, and client relationships. The ideal candidate has 6–10 years of tax experience, holds a CPA or EA, and brings strong experience with complex individual and business tax matters. Estate and trust tax planning experience is a strong plus, as is experience working within a boutique, relationship-driven environment where white-glove service, discretion, accuracy, and proactive client communication are paramount.
10+ years of professional tax experience, ideally within a CPA firm, wealth management practice, family office, or boutique advisory environment.
CPA or Enrolled Agent (EA) required.
Strong experience with individual and business tax planning, preparation, compliance, and advisory services.
Estate and trust tax planning experience strongly preferred, particularly experience working with high-net-worth individuals and families.
Experience providing high-touch, white-glove service to affluent and high-net-worth clients.
Strong ability to serve as a trusted tax advisor, developing long-term client relationships and proactively identifying planning opportunities.
Experience managing complex tax engagements, coordinating deadlines, and ensuring accuracy, compliance, and exceptional client service.
Highly detail-oriented, analytical, and solutions-focused, with the ability to navigate complex tax matters and communicate recommendations clearly.
Comfortable working in a boutique, relationship-driven environment where discretion, responsiveness, and personalized service are essential.
Ability to collaborate closely with financial advisors, estate planning attorneys, investment professionals, and other professional advisors to deliver an integrated client experience.
Strong knowledge of current federal and state tax regulations, with Michigan tax experience preferred.
Demonstrated ability to manage multiple client relationships and engagements independently while maintaining a high standard of service.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com