This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a High Net Worth Senior Tax Manager based in the United States.
This senior-level tax leadership role focuses on advising high net worth individuals, families, trusts, and closely held businesses on complex tax planning and compliance matters. The position plays a key role in managing sophisticated engagements from planning through delivery, ensuring both technical accuracy and exceptional client service. You will act as a trusted advisor to clients navigating evolving federal, state, and local tax regulations, while also contributing to long-term wealth planning strategies. In this role, you will lead engagement teams, review complex returns, and ensure high-quality execution across multiple concurrent projects. The environment is fast-paced, collaborative, and highly client-facing, with strong emphasis on technical excellence, relationship-building, and leadership within the tax practice. This is an opportunity to influence both client outcomes and the continued growth of a high-performing advisory practice.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a High Net Worth Senior Tax Manager based in the United States.
This senior-level tax leadership role focuses on advising high net worth individuals, families, trusts, and closely held businesses on complex tax planning and compliance matters. The position plays a key role in managing sophisticated engagements from planning through delivery, ensuring both technical accuracy and exceptional client service. You will act as a trusted advisor to clients navigating evolving federal, state, and local tax regulations, while also contributing to long-term wealth planning strategies. In this role, you will lead engagement teams, review complex returns, and ensure high-quality execution across multiple concurrent projects. The environment is fast-paced, collaborative, and highly client-facing, with strong emphasis on technical excellence, relationship-building, and leadership within the tax practice. This is an opportunity to influence both client outcomes and the continued growth of a high-performing advisory practice.
Accountabilities:
- 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.
- 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.
- Competitive salary range of $150,000 – $220,000 USD
- Comprehensive health, dental, and vision insurance
- Retirement savings plan options
- Flexible work arrangements, including remote-friendly structure
- Professional development, mentoring, and continuous learning opportunities
- Inclusive and collaborative work culture focused on career growth
- Paid time off and holiday benefits
- Exposure to complex, high-impact client engagements and strategic advisory work
Requirements:
Benefits: