Tax Manager, High Net Worth
About The Position
Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm, repeatedly recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among U.S. accounting firms. With offices across the U.S., UK, and India, the firm serves clients of all sizes globally, offering a growing suite of services. The company fosters a growth mindset and entrepreneurial environment, providing variety and opportunity for its employees. Frazier & Deeter is committed to training, mentoring, and developing staff members, emphasizing "Investing in Relationships to Make a Difference" and a "Firmwide Focus on Inclusion" to support personal and professional growth. As a HNW Tax Manager, you will collaborate closely with partners, staff, and high net worth clients, overseeing the planning, management, review, and completion of client engagements. This role involves providing proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often dealing with complex, multi-jurisdictional considerations. You will also contribute to business development, cultivate long-term client relationships, and act as a primary contact for designated clients, delivering an advisory-focused experience. The firm's professionals aim to minimize client tax liability while ensuring compliance with evolving tax laws, offering consulting, compliance, stock option planning, international tax advice, and expert consultation on tax implications for investments, mergers, acquisitions, reorganizations, and liquidations.
Requirements
- A Bachelor’s degree and/or Master’s degree in Accounting.
- Active CPA license required.
- 5+ years of progressive public accounting experience, with a focus on HNW 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 in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
- Experience supervising, training, developing, and reviewing the work of 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
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 client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
- Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
- Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
- Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
- Review work performed by team members, providing constructive feedback to ensure quality and accuracy
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
11-50 employees
