Senior Tax Manager, High Net Worth

📋 Description

• Lead tax engagements for high net worth individuals and trusts from planning to delivery
• Supervise and review complex tax returns for HNW clients and closely held entities
• Advise on sophisticated tax and wealth planning matters, including estate and trust issues
• Develop client relationships and participate in new business development
• Lead client meetings and present tax concepts clearly

🎯 Requirements

• Bachelor’s and/or Master’s in Accounting; Active CPA license
• 8+ years in public accounting focusing on HNW tax planning, compliance, and consulting
• Strong knowledge of estate, gift, and trust tax rules; IRC Sections 671-679 (Grantor Trusts)
• Experience overseeing complex engagements and mentoring staff
• Proficiency with tax software (e.g., CCH Axcess) and MS Office

🎁 Benefits

• Hybrid work model with flexible client service delivery
• Supportive, inclusive firm culture focused on development
• Competitive salary and benefits package