Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for HNW individuals, trusts.
• Lead tax engagements from planning to delivery, including budgeting.
• Provide proactive tax planning, wealth preservation, and multi-jurisdictional strategies.
• Develop and maintain strong client relationships; deliver high-touch advisory.
• Ensure timely, accurate filing and compliance with deadlines.
• Mentor and review staff to ensure quality and accuracy.

🎯 Requirements

• Active CPA license.
• 5+ years in public accounting with HNW tax planning and compliance.
• Deep understanding of estate, gift, and trust tax laws including Grantor Trust rules (IRC 671-679).
• Familiarity with family office services and private foundation structures.
• Proficiency in tax software (CCH Axcess) and MS Office.
• Experience supervising and developing staff.

🎁 Benefits

• Hybrid work arrangement.
• Growth-focused, entrepreneurial culture.
• Opportunities to work across US, UK, and India offices.
• Professional development and client service focus.