Senior Tax Manager - HNW Advisory (REMOTE)

This is a remote position.

About us

We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to deliver proactive, year-round, white-glove tax strategy powered by modern technology. We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems — giving our advisors more time for what matters: building real, lasting wealth for clients.

Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.

About the role

This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.

Responsibilities

• Provide strategic, integrated tax planning for high-net-worth individuals and families, closely held businesses, and passthrough entities.

Requirements

• Bachelor’s Degree in Accounting or similar field.
• CPA or EA certification.
• 5+ years of tax experience from a Top 100 CPA firm.
• Expertise in high-net-worth individuals, closely held businesses, and passthrough entities.
• Experience with CCH Axcess.

Preferred Qualifications

• Master’s in Taxation.
• Strong technical knowledge with foreign filings (5471, 8865, etc.).
• Experience with QSBS (qualified small business stocks).

Benefits

• Focus on client advisory and relationship building rather than only tax compliance.
• Equity options for all employees.
• Entrepreneurial environment.
• Unlimited PTO.
• 100% healthcare coverage for employees and majority covered for family members.
• Rapid upward trajectory opportunities.

Pay

$140,000 - $170,000 per year.