High Net Worth Senior Tax Manager
New
Based in the United StatesFull-TimeManager
Salary150,000 - 220,000 USD per year
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Job Details
- Experience
- 8+ years
- Required Skills
- Microsoft OfficeAccounting
Requirements
- 8+ years of progressive public accounting experience focused on high net worth tax compliance, planning, and consulting.
- Active CPA license and strong academic background in Accounting or a related field.
- Deep expertise in estate, gift, and trust taxation, including strong knowledge of grantor trust rules (IRC Sections 671–679).
- Strong technical understanding of federal, state, and local tax regulations and their application to complex client situations.
- Proven experience managing multiple high-value engagements simultaneously in a deadline-driven environment.
- Strong leadership skills with experience supervising, training, and reviewing the work of staff and senior associates.
- Excellent communication and client-facing skills, with the ability to simplify complex tax concepts for diverse audiences.
- Proficiency with tax software (such as CCH Axcess) and strong command of Microsoft Office tools.
Responsibilities
- Lead and manage complex tax engagements for high net worth individuals, trusts, estates, and closely held businesses, from planning through execution and delivery.
- Review and oversee the preparation of intricate tax returns, ensuring accuracy, compliance, and alignment with applicable federal, state, and local tax regulations.
- Advise clients on sophisticated tax planning strategies, including estate, gift, trust, investment, and business structuring considerations.
- Develop and maintain strong client relationships by acting as a trusted advisor and delivering high-quality, responsive service.
- Lead client meetings and presentations, clearly communicating technical tax concepts and strategic recommendations.
- Manage engagement budgets, timelines, and team performance while ensuring profitability and efficient delivery.
- Review and mentor junior staff, providing feedback, technical guidance, and supporting their professional development.
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