Link copied to clipboard!
Back to Jobs
Tax Manager at Hoxton Circle
Hoxton Circle
Richmond, VA
Finance
Posted 1 days ago
Job Description
Job DescriptionJob DescriptionA leading wealth management firm is seeking an experienced Tax Manager to join its Tax & Financial Planning team. This is a key leadership role responsible for managing complex tax engagements, overseeing staff, and providing strategic tax planning for high-net-worth individuals, families, and business owners.The Tax Manager will prepare and review complex individual, trust, estate, and entity tax returns; lead and mentor tax staff; and serve as a trusted advisor to clients. This position partners closely with the firm's financial advisors to integrate tax insights into holistic financial strategies.Key ResponsibilitiesLead tax planning and compliance for high-net-worth clients, including individuals, estates, trusts, and passthrough entities.Prepare and review complex income tax returns and ensure timely, accurate filings.Advise clients on proactive tax strategies and evolving tax laws.Supervise, mentor, and review the work of tax associates.Collaborate with wealth advisors to align tax and financial planning goals.Manage client communications, audits, and correspondence with tax authorities.Contribute to business development and client relationship initiatives.QualificationsBachelor's degree in Accounting, Tax, or Finance.CPA required; CFP® preferred.10+ years of experience preparing complex returns for high-net-worth individuals and families (estate, trust, etc.)3+ years of supervisory experience.Experience with passthrough-entity taxation preferred.Proficiency with Axcess Tax, Bloomberg Income Tax Planner, and Canopy; familiarity with MoneyGuideElite or Holistiplan a plus.This is an opportunity to work with sophisticated clients in a collaborative, growth-oriented environment that values expertise, initiative, and long-term relationships. Competitive compensation and advancement potential offered.?? Interested? Apply now or message directly to start a conversation! [email protected] Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Resume Suggestions
Highlight relevant experience and skills that match the job requirements to demonstrate your qualifications.
Quantify your achievements with specific metrics and results whenever possible to show impact.
Emphasize your proficiency in relevant technologies and tools mentioned in the job description.
Showcase your communication and collaboration skills through examples of successful projects and teamwork.