Tax Manager, High Net Worth

Overview

This role is for an HNW Tax Manager supporting high net worth individuals, families, and closely held entities. You will lead planning, management, review, and completion of client engagements, providing proactive tax planning, savings strategies, and wealth preservation solutions. Work often includes complex, multi-jurisdictional considerations, and you will also support business development and maintain long-term client relationships.

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 articulate relevant issues, application of authority, and conclusions.
• Lead tax engagements end-to-end, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships through exceptional service and a clear understanding of client needs.
• Ensure timely and accurate filing of client tax returns and meet all regulatory deadlines.
• Review work performed by team members and provide constructive feedback to ensure quality and accuracy.
• Apply strong analytical skills and attention to detail to interpret complex tax laws and regulations.
• Utilize extensive knowledge of federal, state, and local tax regulations.
• Demonstrate strong project management and organizational skills to manage multiple engagements and deadlines simultaneously.

Requirements

• Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience with a focus 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.
• Ability to develop tax planning strategies for clients.
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.

Preferred Qualifications

• Familiarity with family office services and private foundation structures.
• Proven expertise in overseeing complex client engagements and delivering high-quality client service.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.

Compensation & Benefits

• Salary range: $120,000—$150,000 USD

Location

Remote (as indicated by “#LI - remote”).