Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, trusts and closely held businesses.
• Understand client business needs, identify tax issues, and articulate conclusions.
• Lead tax engagements from planning to delivery, including budgeting and monitoring fees.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Ensure timely and accurate filing of client tax returns, meeting regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.

🎯 Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
• 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.

🎁 Benefits

• Training, mentoring, and staff development programs.
• Inclusive culture and firmwide focus on inclusion.
• Growth opportunities across the firm.
• Entrepreneurial, collaborative environment.
• Hybrid work arrangement.