Senior Manager, High Net Worth Tax
Strategic Employment Partners (SEP) · New York, NY · 6 days ago
Engineering$100/hrFull-time
Responsibilities
- Own client relationships across individual, trust, estate, gift, and partnership tax matters for UHNW principals and family offices
- Advise on sophisticated tax planning strategies for clients with $100M+ in net worth
- Review and oversee complex returns across multiple entity types
- Partner directly with firm leadership on client strategy and service delivery
- Mentor and develop junior staff as the practice grows
Requirements
- Located in one of the listed metro areas
- Active CPA 7+ years public accounting tax experience
- Big 4 experience required (current or prior)
- Deep experience advising clients and family offices with $100M+ in net worth, spanning individual, trust, estate, gift, and partnership work
- Specialization: Accounting & Finance
Benefits
Salary + Benefits, commensurate with experience
Pay
Defined within the role
Schedule
Hybrid, 250,000