Tax Manager

About the Opportunity

Ryan & Juraska LLP is a full-service public accounting firm specializing in assurance and tax services for the financial services industry. We are seeking a Tax Manager to lead tax engagements, with a focus on tax compliance and planning for high-net-worth and ultra-high-net-worth individuals in addition to financial services clients, overseeing technical review and engagement execution, and managing strong client relationships. Working closely with partners, you will combine advanced technical tax knowledge with practical problem-solving, supervise engagement teams, and help deliver thorough, timely tax services. This role offers portfolio-level engagement ownership and direct involvement with firm leadership.

Key Responsibilities

• Manage tax engagements from planning and staffing through technical review and filing, taking responsibility for engagement quality, deadlines, and coordination with partners.

• Evaluate each client’s business, entity structure, financial reporting processes, and industry-specific tax considerations; develop appropriate tax compliance and planning strategies in consultation with partners.

• Review federal, state, and local tax returns and supporting schedules, including individual income tax returns for high-net-worth and ultra-high-net-worth clients, partnership returns, Schedules K-1, book-to-tax adjustments, and other filings; prepare complex returns as needed.

• Resolve complex tax issues, evaluate significant findings and filing positions, exercise sound professional judgment, and consult with partners on significant risks and technical conclusions.

• Review tax workpapers, estimated payments, and extensions; lead tax research and planning involving complex investment income, capital gains and losses, pass-through income, and multistate reporting for high-net-worth and ultra-high-net-worth individuals, documenting conclusions for partner review as appropriate.

• Serve as a primary client contact, manage information requests and engagement communications, explain tax findings and recommendations, and coordinate resolution of compliance and reporting questions.

• Supervise senior associates, associates, and interns; delegate assignments, review tax workpapers and returns, and provide technical guidance and practical coaching to support team development.

• Manage engagement budgets, staffing, deadlines, and competing priorities across a client portfolio; monitor progress and profitability, address delays, and coordinate billing with partners.

• Oversee compliance with applicable tax laws, professional standards, and firm quality management policies while maintaining objectivity, ethical conduct, and client confidentiality.

• Lead improvements in engagement templates, tax tools, and firm processes; share financial services tax expertise and support partners in identifying additional client service opportunities.

Required Qualifications

• Bachelor’s degree in accounting or a closely related field.

• Approximately 5–8 years of progressively responsible public accounting tax experience, including technical review, team supervision, client relationship management, and responsibility for multiple tax engagements.

• Active CPA license or Enrolled Agent.

• Strong technical knowledge of federal and state tax laws, individual income taxation, partnership taxation, and book-to-tax adjustments, with the ability to research complex issues and review and support tax positions.

• Experience managing individual and partnership tax compliance, including complex returns for high-net-worth and ultra-high-net-worth clients, and financial services experience or a demonstrated interest in the industry.

• Strong analytical and technical review skills, attention to detail, and sound professional judgment in resolving complex tax matters.

• Clear written and verbal communication skills, with the ability to explain complex tax matters, manage client relationships, and guide engagement teams.

• Ability to manage multiple engagements, budgets, and deadlines; delegate and supervise work effectively; and collaborate closely with partners and a small team.

• Proficiency with Microsoft Excel, tax preparation software, and electronic workpaper tools, with the ability to guide team use of technology and improve review efficiency.

• Authorized to work in the United States.

Preferred Qualifications

• Master’s degree in taxation or accounting.

• Experience managing tax engagements for investment funds, investment advisers, broker-dealers, introducing brokers, futures commission merchants, or specialty finance companies.

• Advanced knowledge of investment taxation, financial instruments, partnership allocations, or multistate tax reporting relevant to the firm’s client base.

• Experience leading complex tax research and planning, reviewing specialized financial services tax filings, and advising high-net-worth and ultra-high-net-worth clients on individual income tax matters.

• Experience implementing data analytics and workflow improvements to strengthen tax review quality and engagement efficiency.

• Experience with CCH Prosystem.

Working in a Small-Firm Environment

This position is designed for someone who values direct communication, varied responsibilities, and hands-on leadership throughout the engagement lifecycle. You will work closely with partners, take ownership of a client portfolio, guide engagement teams, and balance technical review with client service and shared deadlines. Workloads may increase during peak tax filing periods; specific scheduling expectations will be discussed during the interview process. No travel is required.