Tax Manager, High Net Worth

📋 Description

• Plan, manage, review, and complete tax engagements for high net worth clients.
• Lead engagements from planning through delivery within budget.
• Develop strong client relationships and deliver exceptional service.
• Ensure timely, accurate filing of client tax returns.
• Review work of staff and provide feedback for quality.
• Interpret and apply complex federal, state, and local tax rules.

🎯 Requirements

• Bachelor's or Master's in Accounting.
• Active CPA license.
• 5+ years in HNW tax planning and compliance.
• Deep understanding of estate, gift, and trust taxes.
• Expertise in IRC 671-679 and estate tax.
• Familiarity with family office services.
• Experience supervising and training staff.
• Proficiency in tax software (CCH Axcess) and MS Office.

🎁 Benefits

• Training, mentoring, and staff development.
• Strong focus on inclusion and growth.
• Hybrid work environment with client exposure.
• Opportunities to advance and lead client engagements.