High Net Worth Senior Tax Manager

📋 Description

• Lead complex tax engagements for high net worth clients and trusts.
• Plan, budget, and manage client engagements from start to finish.
• Advise on sophisticated tax and wealth planning matters.
• Build and maintain strong client relationships through service.
• Guide teams and review work for quality and accuracy.
• Present findings and recommendations to clients.

🎯 Requirements

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

🎁 Benefits

• Training, mentoring, and staff development.
• Growth-minded, entrepreneurial environment.
• Investment in relationships to make a difference.
• Firmwide focus on inclusion.
• Opportunities for advancement across offices nationwide.
• Hybrid work arrangement.