High Net Worth Senior Tax Manager

📋 Description

• Lead tax engagements for high net worth clients from planning to delivery.
• Manage and review complex returns for HNW individuals and trusts.
• Advise on sophisticated tax and wealth planning matters.
• Guide teams and partners on engagement execution and delivery.
• Lead client meetings and present tax concepts clearly.
• Ensure timely and accurate filing and regulatory compliance.
• Maintain strong client relationships and exceptional service.
• Monitor budgets, billing, and engagement profitability.

🎯 Requirements

• Bachelor’s or Master’s in Accounting.
• Active CPA license required.
• 8+ years of public accounting in HNW tax.
• Estate, gift, and trust tax law knowledge (IRC 671-679).
• Grantor Trust rules and estate planning knowledge.
• Experience with family offices and private foundations.
• Proficiency in CCH Axcess and MS Office.
• Experience supervising and training staff.

🎁 Benefits

• Hybrid work model with cross-office opportunities.
• Training, mentoring, and staff development.
• Growth opportunities across the US, UK, and India.
• Inclusion-focused culture and client relationship focus.