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Tax Manager-Founding Role

Tax Manager-Founding Role

RK PartnersChicago, IL, US
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Job Description

Job Description

Job Title : Tax Manager – Founding Role | RIA Firm

Location : Brooklyn, NY

Type : Full-Time

About Us

Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge.

Role Overview

As our first Tax Manager , you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience.

Key Responsibilities

  • Build the Tax Function : Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model.
  • Client Service & Tax Planning : Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses.
  • Team Development : Hire, train, and lead a future team of tax professionals as the department scales.
  • Compliance Oversight : Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings.
  • Collaboration : Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans.
  • Technology & Tools : Evaluate and implement tax software and digital tools to streamline operations and reporting.
  • Risk Management : Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law.
  • Client Communication : Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders.

Qualifications

  • CPA required; MST or EA a plus
  • 7+ years of progressive tax experience, preferably in a public accounting firm or RIA / wealth management setting
  • Strong knowledge of individual, trust, and small business taxation
  • Demonstrated experience managing client relationships and delivering tax advisory services
  • Proven ability to build systems and lead teams
  • Excellent communication and interpersonal skills
  • Entrepreneurial mindset with a passion for innovation and growth
  • Why Join

  • Be a founder of a key department in a growing firm
  • Partner with advisors and leaders who truly value integrated financial solutions
  • Competitive compensation for the entrepreneur mindset
  • Opportunity for equity participation
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