Tax Manager

The Tax Manager is responsible for managing and reviewing complex tax engagements for affluent individuals, families, trusts, and related entities. This role serves as a trusted advisor to clients, providing proactive tax planning, consulting, and compliance services while maintaining strong client relationships. The Tax Manager collaborates closely with internal partners, supports business development efforts, mentors staff, and ensures the delivery of high-quality, timely, and compliant tax services.

Primary Responsibilities

• Serve as the primary point of contact for high‑net‑worth individuals and families, building and maintaining long‑term, trusted client relationships
• Review complex federal and multi-state income tax returns for individuals, including gift and estate taxes, as well as partnerships, trusts, and foundations
• Proactively engage clients to deliver innovative tax planning, consulting, and compliance services in a timely and effective manner
• Coordinate with colleagues outside of the tax group to deliver integrated family office and wealth-related services
• Represent the tax function during joint prospect calls and meetings with wealth advisors
• Research and resolve complex tax matters, providing clear written and verbal guidance to clients and internal stakeholders
• Collaborate with staff to resolve preparation adjustments and provide coaching, feedback, and training as needed
• Manage multiple client engagements and deadlines while maintaining high quality standards
• Analyze and respond to inquiries, examinations, and correspondence from the IRS and state tax authorities
• Participate in professional development and continuing education to remain current on tax laws and regulations

Qualifications, Education, Certifications, and Other Professional Credentials

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field
• 8+ years of public accounting experience with a focus on high‑net‑worth individuals and family office services
• 4+ years of experience leading, mentoring, or supervising staff
• Strong technical expertise in individual, trust, and estate taxation
• Demonstrated experience reviewing complex tax returns
• Ability to manage multiple engagements, priorities, and deadlines
• Strong communication, leadership, and client service skills
• Proven ability to research and interpret complex and evolving tax regulations

Preferred Qualifications

• Master’s degree in Taxation or related discipline
• CPA or other relevant professional certification
• Prior experience with tax software such as CCH Axcess and BNA Income Tax Planner
• Experience working in a family office or wealth advisory environment

Hours & Work Schedule

• Hours per Week: 40+ hours, as business needs require
• Work Schedule: Standard business hours with flexibility during peak tax periods

Pay Transparency 

• The salary range for this position is $151,000 - $187,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   
• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.