Private Wealth Services Tax Manager

The Private Wealth Services Tax Manager conducts primary and secondary reviews of complex tax returns and provides income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. This role involves collaborating with the tax team to make recommendations on return preparation and tax savings opportunities while ensuring accuracy, quality, and exceptional client service. The position offers the resources and support necessary to thrive and deliver high-value solutions to meet client needs.