High Net Worth Senior Tax Manager

📋 Description

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees.
• Develop and maintain strong client relationships by providing exceptional service.
• Lead client meetings and presentations, articulating tax concepts clearly and effectively.
• Ensure timely and accurate filing of client tax returns, meeting regulatory deadlines.
• Monitor engagement profitability through budgets, billing and client expectations.

🎯 Requirements

• Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 8+ years of HNW tax planning, compliance, and consulting in public accounting.
• 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.
• 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.

🎁 Benefits

• Join a rapidly growing Top 50 accounting and advisory firm.
• Awarded Best Firm to Work For, Best Firm for Women, and a Pacesetter firm.
• Committed to training, mentoring, and developing staff members.
• Firmwide focus on inclusion and investing in relationships to make a difference.