Tax Manager, High Net Worth

📋 Description

• Lead planning, management, review, and completion of client engagements.
• Provide proactive tax planning and wealth preservation for individuals and families.
• Support business development and cultivate long-term client relationships.
• Serve as primary point of contact for designated high-net-worth clients.
• Ensure timely, accurate filing and regulatory compliance.

🎯 Requirements

• Bachelor’s or Master’s in Accounting; active CPA license.
• 5+ years in public accounting, focus on HNW tax.
• Deep knowledge of estate, gift, and trust tax laws; IRC 671-679.
• Experience with multi-jurisdictional tax planning and international tax.
• Proficiency with tax software (CCH Axcess) and MS Office.
• Experience supervising staff and managing complex client engagements.

🎁 Benefits

• Hybrid work environment with diverse client base.
• Growth opportunities at a Top 50 accounting firm.
• Collaborative, entrepreneurial culture with mentorship.
• Exposure to international tax and wealth planning.