High Net Worth Senior Tax Manager

📋 Description

• Manage and review complex tax returns for high net worth individuals and trusts.
• Lead tax engagements from planning to delivery, including budgeting.
• Advise clients on sophisticated tax and wealth planning matters.
• Develop and maintain strong client relationships and service quality.
• Lead client meetings and presentations, communicating tax concepts clearly.
• Ensure timely filing and regulatory compliance of client returns.

🎯 Requirements

• A Bachelor's degree and/or Master's in Accounting.
• Active CPA license required.
• 8+ years of progressive public accounting experience focused on HNW tax.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC 671-679 Grantor Trust rules and estate tax principles.
• Proficiency in tax software (CCH Axcess) and Microsoft Office Suite.

🎁 Benefits

• Training, mentoring, and staff development
• Collaborative and inclusive firm culture
• Growth opportunities across offices and clients
• Exposure to high net worth clients and complex engagements
• Hybrid work environment with flexible scheduling
• Access to cross-office teams and resources