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.
• 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.
• Show strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
• Show extensive knowledge of federal, state, and local tax regulations.
• Show strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.

Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 5+ 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.
• Proven 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

Our ideal candidate is a highly motivated professional with a passion for helping clients navigate the complexities of tax law. They are detail-oriented, strategic thinkers who thrive in a fast-paced, collaborative environment. Strong interpersonal and communication skills are essential, as is a commitment to excellence and continuous learning.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong project management and organizational skills.
• Knowledge of estate, gift, and trust tax laws and their application.
• Experience with tax preparation software and Microsoft Office Suite.

Benefits

We offer a comprehensive benefits package including health insurance, retirement plans, paid time off, and more. Our firm is committed to fostering a diverse and inclusive workplace where everyone feels valued and empowered to reach their full potential.

Pay

$120,000 USD - $150,000 USD

Schedule

Full-time position with flexible hours to accommodate client needs.