Tax Manager - High Net Worth / Estates & Trusts

Overview

A Tax Manager specializing in High Net Worth/Estates & Trusts is needed to lead and manage a diverse portfolio of tax engagements. This leadership role involves overseeing a team of tax professionals, ensuring timely and accurate tax return completion, and providing strategic tax planning advice. The position requires cultivating strong client relationships and collaborating with partners to deliver tax planning opportunities and solutions. Additionally, the role includes contributing to business development efforts by identifying growth opportunities and expanding the client base.

Responsibilities

• Demonstrate strong tax technical knowledge, including analytical research, critical thinking, and decision-making.
• Lead gift and estate planning involving trusts and prepare or review IRS Forms 709 & 706.
• Apply expertise in the interplay of income tax returns (Forms 1040, 1041, 1065) and estate tax returns (Forms 709 & 706).
• Utilize tax preparation software and financial analysis tools proficiently.
• Provide innovative tax planning and review complex income tax returns.
• Stay current on tax legislation and understand its impact on various industries to guide clients effectively.
• Represent clients during tax audits.
• Maintain in-depth understanding of tax rules in areas of specialization.
• Mentor and develop team members through effective leadership.
• Communicate clearly and professionally with clients and team members.
• Build and maintain client relationships to deliver excellent planning, compliance, and consulting services.
• Prioritize tasks, manage deadlines, and uphold high-quality standards in a fast-paced environment.

Requirements

• Bachelor's degree in accounting or a related field.
• CPA or Enrolled Agent (EA) license required.
• 7-8+ years of experience preparing and reviewing tax returns.
• Experience managing tax compliance, planning, and consulting services for high net worth individuals, families, estates, and trusts.
• Ability to manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust filings.
• Conduct tax research and maintain up-to-date knowledge of federal, state, and local tax laws.
• Implement and maintain quality control procedures throughout client engagements.
• Identify and address operational inefficiencies within firm processes.
• Ensure adherence to professional standards to deepen client engagement and generate additional business.
• Mentor, train, and develop junior team members.
• Collaborate with partners and senior managers on complex tax matters and firm initiatives.

Preferred Qualifications

• Master's degree in accounting, tax, or a related field.

Compensation & Benefits

• Salary range: $113,400 - $169,400 per year (U.S. based, varies by geographic location and cost of labor).
• Competitive base salary with potential for performance-based discretionary bonuses.
• Comprehensive health coverage including medical, dental, and vision.
• Retirement and financial planning support, including 401(k) with match and financial wellness programs.
• Generous paid time off including vacation, sick time, holidays, parental leave, and volunteer days.
• Flexible work arrangements such as hybrid or remote options and flexible hours.
• Professional development opportunities including tuition reimbursement, certifications, and mentorship.
• Clear career growth paths and internal mobility.
• Inclusive and supportive work environment with diversity, equity, and inclusion initiatives, employee resource groups, and wellness programs.

Location

• United States