Tax Manager - High-net-worth

Key Responsibilities

• Help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
• Oversight of the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
• Help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master’s in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
• Minimum of 3+ years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
• Entrepreneurial mindset – driven to help build, grow, and lead the practice.
• Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building.
• Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
• Excellent communication/interpersonal skills and a client-centric mindset.