Tax Manager

TITLE: Tax Manager REPORTS TO: Wealth Management Leadership DEPARTMENT: Tax & Planning LOCATION: Remote - EST or CST Preferred COMPENSATION: Competitive, commensurate with experience TYPE: Full-time

Harrison Gray Search is partnering with an independent, fee-only, SEC-registered RIA in northern New Jersey to identify a Tax Manager. The firm manages approximately $7 billion in collective assets and sits inside a larger accounting, tax, and advisory group, which gives the Wealth Management side genuine depth on the tax side and genuine reach on the planning side. This role is for a tax professional who wants to do more than prepare returns and is ready to work shoulder-to-shoulder with Wealth Advisors turning tax analysis into real planning strategies for high-net-worth clients.

What Makes This Different Our client runs an integrated advisory model where tax strategy sits inside the client’s financial, retirement, and estate plan rather than off to the side. The Tax Manager will handle tax compliance, but the heart of the role is forward-looking planning: multi-year projections, Roth conversion analysis, charitable giving strategies, equity compensation planning, and retirement income sequencing. Your work will inform every client’s overall plan, not just land on a return in April. The firm sits within a broader accounting, tax, and advisory group, so you will have real colleagues on the tax side to collaborate with and a depth of back-office support that a standalone RIA typically cannot match. You will also have direct access to the Wealth Advisors and a seat at the planning table from day one.

The Work Tax Planning and Strategy

• Prepare and present ongoing income tax projections, and find strategies clients can act on during the year, not just at filing time
• Model the tax impact of planning decisions, including Roth conversions, capital gain harvesting, charitable giving (including donor-advised funds and QCDs), retirement distributions, and equity compensation events
• Work with Wealth Advisors to fit tax strategy into client financial, retirement, and estate plans
• Join client meetings and explain complex tax concepts clearly and confidently

Tax Compliance

• Prepare and review individual income tax returns, plus related filings as needed
• Ensure work complies with federal, state, and local tax rules
• Track legislative and regulatory changes, and brief the team and clients on how they are affected

Financial Analysis and Reporting

• Review and analyze financial statements and reports under applicable accounting standards
• Prepare financial reports and support budgeting, forecasting, and financial analysis
• Put in place and maintain internal controls that protect client and company assets

Leadership and Collaboration

• Mentor junior accounting staff and associate wealth advisors, building tax knowledge across the planning team
• Act as a tax resource for Wealth Advisors and work with colleagues across the broader accounting, tax, and advisory group
• Help improve the firm’s planning processes, tools, and client deliverables

Who You Are

You are a mid-career tax professional who sees tax as a planning discipline, not a compliance task. You are comfortable sitting across from a high-net-worth client and explaining a Roth conversion, a charitable strategy, or an equity compensation decision in language they will actually act on. You are as comfortable preparing a complex return as you are modeling a multi-year projection, and you want a role where your work drives real client outcomes rather than one where returns get thrown over the wall.

What We Are Looking For

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or EA certification preferred; CFP® or progress toward it is a strong plus
• At least five years of accounting or tax experience, preferably in financial services, wealth management, or financial planning
• Hands-on experience with tax projections and individual tax planning for high-net-worth clients
• Proficiency in tax and planning software (CCH, Holistiplan, BNA Income Tax Planner, QuickBooks) and the Microsoft Office Suite
• Strong analytical, organizational, and communication skills, including the ability to present to clients
• Ability to manage multiple priorities and meet deadlines in a busy season environment
• High ethical standards and professional integrity

Interview Process An initial conversation with Harrison Gray Search, followed by interviews with the firm’s Wealth Management leadership and senior members of the Tax & Planning team. The firm moves quickly for strong candidates.