High Net Worth Senior Tax Manager

For our client, we are seeking a High Net Worth Senior Tax Manager to join the team of a leader in the Finance & Insurance space. This role will lead sophisticated tax planning and compliance efforts for high-net-worth clients, with a strong emphasis on income tax strategy, projections, and technical review. You will partner closely with financial advisors and other professional stakeholders to deliver integrated guidance that supports broader wealth, estate, and fiduciary planning objectives. The position is highly client-facing and requires the ability to translate complex tax issues into clear recommendations that drive confidence and sound decision-making. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $176,000 – $264,000 annually Responsibilities Manage and review complex federal and state income tax returns for high-net-worth clients Evaluate tax projections and identify planning opportunities and technical issues Provide advanced tax planning consultations for clients in coordination with financial advisors Collaborate with financial, legal, and insurance professionals for integrated tax strategies Analyze clients' tax and financial situations to create informed recommendations Communicate tax planning concepts and strategic recommendations to clients and advisors Support quality control and risk management in tax preparation and planning services Qualifications Bachelor's degree in accounting, taxation, or a related field required Active CPA license required; advanced degrees such as MST, JD, or LL.M. preferred 15+ years of progressively responsible tax experience, particularly in high-net-worth income tax planning and compliance Significant experience with either business/pass-through or fiduciary/trust taxation Broad understanding of estate and wealth planning, including how tax implications affect overall strategies Demonstrated experience consulting with high-net-worth clients and their advisors Client-centric communication skills, capable of conveying complex tax concepts clearly Benefits Comprehensive health insurance options including medical, dental, and vision Opportunities for professional development and continued education Flexible work arrangements promoting work-life balance Retirement savings plans with company match Employee wellness programs promoting a healthy lifestyle Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.