Tax Manager, High Net Worth

Overview

This role is for a HNW Tax Manager supporting high net worth individuals, families, and closely held entities. The position involves leading end-to-end tax engagements—planning, management, review, and completion—while providing proactive tax planning and wealth preservation guidance. The role also includes supporting business development and serving as a key point of contact for designated clients.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts
• Understand client business needs, identify and analyze tax issues, and clearly communicate relevant issues, applicable authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships through exceptional service and a clear understanding of business needs
• Ensure timely and accurate filing of client tax returns while meeting all regulatory deadlines
• Review work performed by team members and provide constructive feedback to ensure quality and accuracy
• Apply strong analytical and attention-to-detail skills to interpret complex tax laws and regulations
• Use expertise in federal, state, and local tax regulations to support client work
• Manage multiple engagements and deadlines simultaneously using strong project management and organizational skills

Requirements

• Bachelor’s degree and/or Master’s degree in Accounting
• Active CPA license required
• 5+ years of progressive public accounting experience focused 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
• Proven expertise overseeing complex client engagements and delivering high-quality client service
• Ability to develop tax planning strategies for clients
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

Preferred Qualifications

• Experience handling stock option planning and international tax advice
• Experience advising on tax implications related to investments, mergers and acquisitions, reorganizations, and liquidations

Compensation & Benefits

• Salary Range: $120,000—$150,000 USD

Location

• #LI - remote