Tax Manager, High Net Worth

Responsibilities

• Manage and review complex individual, estate, trust, gift and foundation returns
• Lead client interactions to engage in meaningful conversations and build trust
• Oversee tax projections, estimated payments and extension calculations
• Develop sophisticated tax planning strategies
• Actively nurture staff and team members

Qualifications

• CPA or EA with 8+ years of experience in public accounting, focused on HNW tax compliance and planning
• Bachelor’s degree in Accounting or related field
• Technical expertise in tax planning and execution for estate, gift and trust clients
• Proven ability to manage, mentor and develop staff

Pay

• $140,000-180,000