Senior Tax Manager - High Net Worth

Key Responsibilities

• Provide strategic oversight for the firm’s most complex tax engagements, including HNW individuals, private clients, and multi-entity structures
• Act as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategy
• Review highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictions
• Lead engagement strategy and execution, coordinating with internal teams and external advisors
• Conduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidance
• Drive improvements in tax processes, documentation, and quality control
• Coach and mentor managers and staff, focusing on leadership development and succession planning
• Build and maintain deep client relationships, acting as a long-term strategic partner
• Collaborate across service lines (assurance, advisory, client accounting) to deliver integrated solutions
• Support firm growth through business development, including client pitches and proposal development
• Represent the firm at industry events and networking opportunities
• Oversee engagement planning, resource allocation, and team productivity to ensure profitability and client satisfaction

Qualifications

• 8+ years of tax experience, ideally within public accounting
• Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required
• CPA license (or eligible)
• Bachelor’s degree in Accounting or related field
• Strong technical expertise in Investment Partnerships and Private Equity
• Deep knowledge of federal, state, and local tax regulations and their application to complex client scenarios
• Prominent track record in strategic tax planning, including entity structuring and transaction advisory
• Advanced proficiency with tax software and research tools
• Demonstrated ability to lead and develop teams across multiple engagement levels
• Exceptional communication skills with the ability to explain complex tax concepts clearly
• Strong business acumen with the ability to align tax strategies to client and firm objectives