Senior Tax Manager, High Net Worth
About The Position
The HNW Tax Senior Manager works closely with partners, staff, and high net worth clients to plan, manage, review, and complete complex client engagements. The role is a practice leader who guides teams, advises clients on sophisticated tax and wealth-planning matters, and contributes to the growth of the firm’s high net worth practice. The position provides tax consulting and compliance services to help clients minimize tax liability while complying with changing tax laws. Related advisory work may include stock option planning, international tax advice, and consultation on the tax implications of investments, mergers and acquisitions, reorganizations, and liquidations.
Requirements
- Bachelor’s degree and/or Master’s degree in Accounting.
- Active CPA license.
- At least 8 years of progressive public accounting experience focused on high net worth tax planning, compliance, and consulting.
- Deep understanding of estate, gift, and trust tax laws and their application.
- Expertise in IRC Sections 671–679 (Grantor Trust rules) and estate tax law principles.
- Proven expertise overseeing complex client engagements and delivering high-quality client service.
- Ability to develop tax planning strategies for clients.
- Experience supervising, training, developing, and reviewing staff and senior associates.
- Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
- Extensive knowledge of federal, state, and local tax regulations.
- Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
- Proficiency in tax preparation software, such as CCH Axcess, and Microsoft Office Suite.
Nice To Haves
- Familiarity with family office services and private foundation structures.
Responsibilities
- Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts.
- Understand clients’ business needs, identify and analyze tax issues, and clearly communicate relevant issues, authority, and conclusions.
- Lead tax engagements from planning through delivery, including budgeting, fee monitoring, execution, and delivery.
- Develop and maintain strong client relationships by providing exceptional service and understanding client business needs.
- Lead client meetings and presentations, explaining tax-related concepts clearly and effectively.
- Ensure client tax returns are filed accurately and on time in accordance with regulatory deadlines.
- Review team members’ work and provide constructive feedback to ensure quality and accuracy.
- Work with partners, senior managers, seniors, and staff to integrate practice development into team-based client service and new business development.
- Monitor engagement profitability by managing budgets, billing, and client expectations.
- Supervise, train, develop, and review staff and senior associates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
