Overview
An established wealth management firm specializing in financial solutions and family office services for ultra-high net worth families, single family offices, foundations, and endowments is seeking a Tax Supervisor or Tax Manager. This fully remote position offers the opportunity to work with a diverse client base across various sectors while maintaining a healthy work-life balance.
Responsibilities
- Provide tax advice and guidance to clients
- Prepare and review complex high net worth (HNW) tax returns
- Analyze financial information related to tax matters
- Manage and review work performed by junior tax staff
- Identify potential changes in tax regulations impacting clients
- Conduct year-end strategic tax planning
- Mentor and manage the tax team
- Build and maintain strong client relationships
- Review financial statements
Requirements
- Minimum of 4 years of public accounting experience with a CPA firm
- CPA certification required
- Experience working with high net worth individuals
Compensation & Benefits
- Salary range: $100,000 to $200,000+ depending on experience
- Annual bonuses
- Fast track opportunities for Partner/Director roles
- Medical, dental, and vision insurance
- 401(k) plan with company match
- Generous paid time off (PTO) based on experience
- Profit sharing
- Paid holidays
- Improved work-life balance throughout the year
Location
- Fully remote position available anywhere in the United States