Tax Manager, High Net Worth

📋 Description

• Manage and review tax returns for high net worth individuals, trusts.
• Identify client needs, analyze tax issues, and articulate conclusions.
• Lead tax engagements from planning to delivery and budgeting.
• Develop strong client relationships and provide high-touch service.
• Ensure timely, accurate filing and regulatory deadlines.
• Review team work and provide constructive feedback.
• Strong analytical skills; interpret complex tax laws.
• Extensive knowledge of federal, state, local tax regs.
• Support multi-jurisdictional tax planning and advisory work.

🎯 Requirements

• Bachelor’s or Master’s in Accounting.
• Active CPA license.
• 5+ years in public accounting; focus on HNW tax.
• Deep understanding of estate, gift, and trust tax laws.
• Expertise in IRC Sections 671-679 and estate tax principles.
• Familiarity with family office services and private foundations.
• Proven ability to oversee complex client engagements.
• Proficiency in tax software (CCH Axcess) and MS Office.
• Experience supervising, training, and reviewing staff.

🎁 Benefits

• Hybrid work environment.
• Training, mentoring, and staff development.
• Inclusive culture focused on investing in relationships.
• Growth opportunities in a rapidly growing firm.