Senior Tax Manager, High Net Worth

Duties & Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
• Extensive knowledge of federal, state, and local tax regulations.
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development.
• Maintain engagement profitability through managing budgets, billing, and client expectations effectively.

Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 8+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
• Familiarity with family office services and private foundation structures.
• Proven expertise in overseeing complex client engagements and delivering high-quality client service.
• Ability to develop tax planning strategies for clients.
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.

Qualifications

• Strong analytical skills and attention to detail.
• Extensive knowledge of federal, state, and local tax regulations.
• Strong project management and organizational skills.
• Ability to manage multiple engagements and deadlines simultaneously.
• Experience working with high net worth individuals and closely held businesses.
• Experience in tax planning and compliance.
• Experience in estate, gift, and trust tax laws.
• Experience in family office services and private foundation structures.
• Experience in supervising and training staff.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Strong project management and organizational skills.
• Experience with tax preparation software and Microsoft Office Suite.
• Experience in tax planning and compliance.
• Experience in estate, gift, and trust tax laws.
• Experience in family office services and private foundation structures.
• Experience in supervising and training staff.

Benefits

• Investing in Relationships to Make a Difference.
• Firmwide Focus on Inclusion.

Pay

Salary Range: $150,000 USD - $220,000 USD

Schedule

Hybrid schedule available.