Tax Manager, High Net Worth

📋 Description

• Lead planning, management, review, and completion of engagements for HNW clients
• Provide proactive tax planning, savings, and wealth preservation strategies
• Manage multi-jurisdictional tax considerations for individuals and families
• Build and maintain strong client relationships; act as primary contact
• Support business development and cross-sell services
• Ensure timely, compliant tax filings and engagement delivery

🎯 Requirements

• Bachelor's or Master's in Accounting; CPA licensed
• 5+ years in public accounting; focus on HNW tax planning, compliance, consulting
• Deep knowledge of estate, gift, and trust tax laws
• Expertise in Grantor Trust rules (IRC 671-679) and estate tax principles
• Experience supervising staff; familiarity with family offices/private foundations
• Proficiency with CCH Axcess and MS Office; strong client service

🎁 Benefits

• Hybrid work environment with growth opportunities
• Join a Top 50 accounting and advisory firm with global offices
• Diverse client base and collaborative culture