REMOTE: Tax Manager / Sr Tax Manager (HNW Focus)

Overview

A remote Tax Manager / Senior Tax Manager position is available, focusing on high net worth (HNW) clientele tax compliance and planning. The role supports multiple privately owned and mid-sized CPA and wealth management firms expanding their HNW departments. These firms range from 100 to over 500 employees and are established businesses experiencing growth due to market expansion.

Responsibilities

• Prepare and supervise the preparation of individual, estate, gift, and fiduciary tax returns for HNW clients, ensuring accuracy, completeness, and timeliness.
• Apply advanced technical skills across various tax and accounting areas, along with strong management and supervisory capabilities.
• Conduct technical tax reviews of forms 1040, 1041, 706, and 709.
• Manage governmental tax examinations and trust accountings.
• Take full responsibility for larger tax returns and delegate tasks to tax preparers as appropriate.
• Manage and perform tax research projects to ensure accurate and efficient outcomes.
• Participate actively in client meetings and sophisticated tax planning involving individual, estate, gift, and fiduciary tax consulting.
• Review and advise on clients’ estate plans.
• Serve as a resource for the tax preparation team and audit & assurance staff on estate, trust, and gift tax issues.
• Stay informed on technical standards and tax law developments.
• Assist and supervise tax preparers with complex individual, estate, gift, and fiduciary returns.
• Review wills and trusts related to estate and fiduciary income tax returns.
• Assume client service responsibility for assigned clients or those delegated from partners.
• Communicate important tax developments affecting clients to appropriate firm personnel.

Requirements

• Minimum of 5 years of experience performing tax research and providing quality technical advice.
• Bachelor’s degree in Accounting, Business, or a related field.
• CPA certification required.
• Master of Science in Taxation or Juris Doctor (J.D.) degree highly preferred.
• Commitment to at least 40 hours of continuing education annually to maintain technical skills and licensing requirements.

Compensation & Benefits

• Base salary up to $200,000
• Bonus opportunities
• Full benefits package

Location

• Fully remote position with established remote systems and employees supporting this work arrangement.