Tax Manager - High Net Worth (Hybrid or Remote)

About the role

Hybrid or Remote High Net Worth Tax Manager role serving individuals, trusts, and family groups at an established DC-area CPA firm. You'll be the primary contact for these clients, review complex returns, and mentor the associates and seniors who prepare them.

Responsibilities

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly
• Oversee tax projections, estimated payments, and extension calculations
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season
• Look for opportunities to expand services within existing client relationships
• Stay current on changing tax laws and regulations

Qualifications

• Active CPA or EA
• Bachelor's degree in accounting
• 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning
• Experience reviewing Form 1040 and 1041 returns
• Strong tax research skills
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus
• CCH Axcess experience preferred
• Leadership experience, with the ability to motivate and develop a team
• Excellent communication and interpersonal skills

Benefits

• 401(k) with employer match
• Medical, dental, vision, and disability coverage
• 27 PTO days
• CPE and career development support
• Collaborative culture with real work-life balance

Pay

$130,000 - $200,000 per year

Schedule

Hybrid or remote (Eastern to Central time zones)