Senior Tax Manager - Private Client Services / HNW

This position is part of our Private Client Services group and is focused on ultra-high-net-worth (UHNW) clients, trusts, estates, and gift tax.

About us

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide exceptional client services. Our professionals help clients define and meet their financial goals. We offer a diverse range of family office services including tax compliance, bill pay, payroll, expense management, philanthropic advising, and estate planning.

Responsibilities

• Serve ultra-high-net-worth (UHNW) clients in the areas of trusts, estates, and gift tax
• Mentor and manage staff and senior staff

Requirements

• 7+ years of experience working with high-net-worth individuals and closely held businesses
• Active CPA license required
• Master’s degree in Accounting or Taxation preferred

Benefits

• 216 hours of PTO (5.5 weeks)
• Highly competitive base salary: $170,000 - $220,000 per year
• Comprehensive benefits package
• Annual raises
• 401k matching