Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, closely held businesses and
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees
• Develop and maintain strong client relationships by providing exceptional service and understanding
• Provide proactive tax planning and wealth preservation strategies tailored to individuals
• Support business development efforts and serve as a key contact for designated clients.
• Ensure timely and accurate filing of client tax returns, meeting regulatory deadlines.

🎯 Requirements

• Active CPA license required.
• Bachelor’s degree and/or Master’s degree in Accounting.
• 5+ years of progressive public accounting experience with HNW tax planning, compliance, and
• Deep understanding of estate, gift, and trust tax laws.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax principles.
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.

🎁 Benefits

• Salary Range: $120,000 — $150,000 USD
• Hybrid work arrangement