Senior Tax Manager, High Net Worth
About The Position
Frazier & Deeter is hiring a Senior Tax Manager focused on high-net-worth clients. The role works closely with partners, staff, and clients to plan, manage, review, and complete complex engagements. As a practice leader, the Senior Tax Manager 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 firm provides tax consulting and compliance services, including stock option planning and international tax advice, as well as consultation on the tax implications of investments, mergers and acquisitions, reorganizations, and liquidations. The role combines client service and tax expertise with engagement leadership, staff development, and business development. The position is associated with a hybrid workplace, as indicated by the job posting’s “#LI - hybrid” notation. The salary range is $150,000–$220,000 USD.
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.
- Proficiency with tax preparation software such as CCH Axcess and with Microsoft Office Suite.
- 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, including the ability to manage multiple engagements and deadlines simultaneously.
- Strong communication skills and ability to explain tax-related concepts clearly.
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 explain relevant issues, applicable authority, and conclusions.
- Lead tax engagements from start to finish, including planning, budgeting, monitoring fees, execution, and delivery.
- Develop and maintain strong client relationships by providing exceptional service and understanding clients’ business needs.
- Lead client meetings and presentations, clearly communicating tax-related concepts.
- Ensure client tax returns are filed accurately and on time, meeting regulatory deadlines.
- Review team members’ work and provide constructive feedback to support 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
