High Net Worth Senior Tax Manager

📋 Description

• Lead tax engagements from start to finish, including planning and delivery.
• Manage and review complex tax returns for high net worth individuals and trusts.
• Guide teams and advise clients on sophisticated tax and wealth planning.
• Grow the HNW practice by delivering high-quality service and client relations.
• Lead client meetings and present tax concepts clearly.
• Ensure timely, accurate tax filing and regulatory compliance.

🎯 Requirements

• Bachelor’s or Master’s in Accounting; Active CPA license.
• 8+ years public accounting with focus on HNW tax planning and compliance.
• Estate, gift, and trust tax laws; Grantor Trust rules (IRC 671-679).
• Family office services and private foundation structures familiarity.
• Oversee complex client engagements and deliver high-quality service.
• Proficiency in CCH Axcess and MS Office; staff supervision.

🎁 Benefits

• Training, mentoring, and staff development.
• Firm-wide focus on inclusion and relationships.
• Hybrid work arrangement.
• Global offices in US, UK, and India.