Senior Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, closely held businesses and
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees
• Develop and maintain strong client relationships by providing exceptional service and understanding
• Lead client meetings and presentations, demonstrating strong communication skills and the ability
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.

🎯 Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 8+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
• Familiarity with family office services and private foundation structures.