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 preparation or review of 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 in 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.
• Experience managing and reviewing complex tax returns, including corporate, partnership, individual, gift, estate, and trust filings.
• Ability to conduct tax research and stay updated on federal, state, and local tax laws.
• Strong problem-solving skills to devise innovative solutions for complex tax issues.
• Commitment to quality control throughout client engagements.
• Ability to identify and address operational inefficiencies.
• Experience ensuring adherence to professional standards and deepening client engagements.
• Proven ability to expand client base through networking and professional connections.
• Experience mentoring, training, and developing junior team members.
• Ability to 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 is preferred.

Compensation & Benefits

• Salary range: $113,400 - $169,400 per year (U.S.-based positions; varies by geographic location and cost of labor).
• Compensation is based on professional experience, skills, and qualifications; final offers may vary and be adjusted over time.

Benefits include:

• Comprehensive health coverage (medical, dental, 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.
• Performance-based discretionary bonuses.
• Professional development opportunities including tuition reimbursement, certifications, and mentorship.
• Clear career growth paths and internal mobility.
• Inclusive and supportive culture with diversity, equity, and inclusion initiatives, employee resource groups, and wellness programs.

Location

• United States