Senior Tax Manager, High Net Worth
About The Position
Frazier & Deeter is seeking 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. The Senior Tax Manager serves as a practice leader, guiding teams, advising clients on sophisticated tax and wealth-planning matters, and contributing to the growth of the firm’s high-net-worth practice. The role provides tax planning, compliance, and consulting services to help clients minimize tax liability while complying with changing tax laws. Related services include stock-option planning, international tax advice, and consultation on tax implications of investments, mergers and acquisitions, reorganizations, and liquidations. The listed salary range is $150,000–$220,000 USD.
Requirements
- Bachelor’s degree and/or master’s degree in Accounting.
- Active CPA license.
- 8 or more 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 Microsoft Office Suite.
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.
- Extensive knowledge of federal, state, and local tax regulations.
- Strong analytical, organizational, project-management, and communication skills, including attention to detail and the ability to manage multiple engagements and deadlines.
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 planning through delivery, including budgeting, fee monitoring, execution, and completion.
- 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.
- Apply strong analytical skills and attention to detail when interpreting complex tax laws and regulations.
- Manage multiple engagements and deadlines using project management and organizational skills.
- 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
