Tax Manager, High Net Worth

📋 Description

• Lead planning, management, and completion of client engagements.
• Provide proactive tax planning and wealth preservation strategies.
• Serve as main contact for designated high-net-worth clients.
• Support business development and long-term client relationships.
• Manage multi-jurisdictional tax matters for complex clients.
• Ensure timely, compliant tax filings and deliverables.

🎯 Requirements

• Bachelor’s or Master’s in Accounting
• Active CPA license
• 5+ years public accounting experience in HNW tax
• Deep understanding of estate, gift, and trust tax laws
• IRC 671-679 Grantor Trust and estate tax expertise
• Experience supervising and mentoring staff

🎁 Benefits

• Hybrid work arrangement
• Growth-minded, entrepreneurial culture
• Offices across the US, UK, and India
• Recognized as Best Firm to Work For
• Career development and leadership opportunities