HNW Senior Tax Manager / HNW Tax Manager (REMOTE)

Overview

A nationally recognized, top-ranked CPA firm is seeking to fill two key roles within its Private Client Services practice, focusing on high-net-worth (HNW) individuals and families. These fully remote positions are open to candidates nationwide and involve occasional travel for client or team meetings.

Positions Available

Senior HNW Tax Manager

• Lead tax planning and compliance engagements for sophisticated private clients.
• Manage and review complex tax returns for HNW individuals, trusts, estates, family groups, and related entities.
• Provide proactive strategies in estate and gift planning, trust income taxation, charitable giving, liquidity events, and multistate/international tax issues.
• Mentor and guide a team of professionals, offering technical oversight and leadership.
• Serve as a trusted advisor, cultivating long-term client relationships.

HNW Tax Manager

• Take ownership of tax compliance and planning for HNW individuals, families, and trusts.
• Review and manage returns with increasing involvement in advisory work.
• Collaborate closely with senior managers and partners on complex tax strategies.
• Mentor and develop junior team members while building technical expertise.
• Ideal for Tax Seniors or Supervisors ready to advance their careers.

Qualifications

Education

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Master’s degree in Taxation or Accounting preferred.

Experience

• Senior Manager: Minimum 10 years in public accounting with at least 5 years focused on HNW/private client tax.
• Manager: 5 to 8 years in public accounting with solid HNW/private client experience.
• Strong knowledge of individual, trust, estate, and pass-through entity taxation.
• Proven ability to manage client relationships and complex engagements.

Certifications

• CPA or Enrolled Agent (EA) required.
• Advanced credentials such as MST, CFP®, or LLM are a plus.

Compensation & Benefits

• Base salary range: $130,000 to $200,000, depending on role and experience.
• Performance-based bonus opportunities.
• Fully remote work flexibility within the U.S.
• Comprehensive medical, dental, and vision insurance.
• Wellness and telehealth programs.
• Company-paid life and disability insurance.
• Flexible Spending Account (FSA), Health Savings Account (HSA), and 401(k) with employer match.
• Paid parental leave and generous paid time off.
• Legal, identity theft protection, and mental health/EAP support.

Location

• Fully remote positions open nationwide with occasional travel as needed.

Application Process

Interviews are being scheduled with flexible availability. Candidates with experience in private client tax who value technical excellence, meaningful client relationships, and work-life balance are encouraged to apply.