Overview
Fully remote opportunity for a Tax Senior Manager or Director with a focus on High Net Worth (HNW) Partnerships and Trusts. This role supports the expansion of a Top 100 public accounting and advisory firm's tax practice, working with sophisticated clients including HNW individuals, closely held businesses, partnerships, trusts, and estates.
Location
- Fully remote, anywhere in the U.S.
Compensation & Benefits
- Base salary up to $275,000, depending on experience and level
- Performance-based bonus opportunities
- Fully remote work environment
- Clear advancement path and leadership opportunities
- Collaborative and growth-oriented culture
Responsibilities
- Manage and review complex tax engagements for HNW individuals, families, trusts, and related entities
- Review fiduciary, individual, and partnership tax returns
- Work with trusts receiving substantial Schedule K-1 income from operating partnerships and investment entities
- Serve as a trusted advisor to clients and mentor junior team members
- Collaborate with firm leadership on client service and practice growth initiatives
Qualifications
- CPA or Enrolled Agent (EA) license required
- Minimum of 7+ years of public accounting experience
- Strong client-facing and advisory skills
- Experience reviewing complex tax returns and leading engagements
- Significant expertise in:
- High Net Worth individual taxation
- Trust taxation
- Partnership taxation
- Schedule K-1 reporting and analysis
- Multi-state tax matters
Preferred Candidates
- Tax Managers with strong experience in HNW, trusts, and partnership taxation are also encouraged to apply
If you have a passion for advising HNW clients and possess deep expertise in trusts, partnerships, and complex pass-through structures, this role offers an excellent opportunity to contribute to a growing tax practice in a fully remote setting.