Tax Manager - High Net Worth/ FWS

Unlock Employer

Posted Sep 17, 2026

Remote · US Full Time

Est. $110K – $145K/yr

Apply Direct

Overview

This role is for a Tax Manager to join the High Net Worth (Family Wealth Services) practice group. The position oversees tax preparation and performs technical review, while advising on complex tax matters for high-net-worth individuals, related family partnerships, and trust tax returns. Responsibilities also include ensuring compliance with state and federal tax regulations, providing quarterly and year-end consulting, performing tax research, and overseeing engagements.

The Tax Manager will delegate and manage tax assignments, perform administrative duties as needed, and support, supervise, motivate, and review the work of the tax team.

Responsibilities

Perform tax, gift, and estate planning and compliance services for individuals, family limited partnerships, and related trusts
Continuously expand knowledge of individual, gift, trust, and estate tax and support ongoing professional development
Develop and sustain excellent customer relationships
Anticipate and consult on various tax matters
Communicate engagement progress, issues, and resolutions to customers
Monitor engagement performance, including billing and collections
Develop and grow a business network through colleagues, referrals, potential customers, and external organizations to attract new business
Recruit, develop, and motivate team members
Create a collaborative environment where team members seek input and ideas from others
Support a culture of engagement, inclusion, and accountability for the practice teams led
Set and achieve stretch goals periodically to increase value and contribution
Perform other duties within the scope of the practice

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Requirements

Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
5+ years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates, including managing multiple projects and customer engagements
EA License, or CPA certification required
Project and team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Ability to multitask and demonstrate commitment to continuous learning

Compensation & Benefits

Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave
8 weeks of paid parental leave
4 weeks of paid and caregiver leave (once eligible)
Health and wellness benefits, including wellness coaching and mental health counseling
One-on-one professional coaching
Leadership and career development programs

Location

Nine offices located in the fastest growing cities in the US (exact office locations not specified).

Workplace/Physical Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

Regularly required to remain in a stationary position
Use hands repetitively to operate standard office equipment
Talk or hear, both in person and by telephone
Specific vision abilities required: close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus