Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, family offices, and trusts
• Lead tax engagements from planning to delivery, including budgeting and fee management
• Provide proactive tax planning, wealth preservation, and cross-border advisory
• Build and maintain strong client relationships with high-touch service
• Support business development and expand services to clients
• Ensure timely filing and regulatory compliance across multiple jurisdictions

🎯 Requirements

• Bachelor's or Master's in Accounting; active CPA license
• 5+ years of progressive public accounting experience in HNW tax
• Estate, gift, and trust tax laws; Grantor Trust rules (IRC 671-679)
• Familiarity with family office services and private foundations
• Proficiency in CCH Axcess and Microsoft Office
• Experience supervising and leading staff on engagements

🎁 Benefits

• Hybrid work environment
• Growth opportunities across multiple offices
• Recognized Best Firm to Work For and Best Firm for Women
• Global client base across US, UK, and India
• Entrepreneurial culture and growth mindset