Tax Manager, High Net Worth

📋 Description

• Lead planning, management, and completion of client engagements for HNW clients.
• Provide proactive tax planning and wealth preservation for individuals and families.
• Support business development and cultivate long-term client relationships.
• Manage and review complex tax returns for HNW individuals and trusts.
• Lead tax engagements from planning to delivery, including budgeting and fees.
• Ensure timely, accurate filing of tax returns and meet regulatory deadlines.

🎯 Requirements

• Bachelor's or Master's degree in Accounting.
• Active CPA license required.
• 5+ years public accounting; focus on HNW tax planning and compliance.
• Estate, gift, and trust tax laws knowledge.
• IRC 671-679 Grantor Trust and estate tax expertise.
• CCH Axcess and Microsoft Office proficiency; supervise staff.