Tax Manager, High Net Worth
About The Position
As a HNW Tax Manager at Frazier & Deeter, you will work closely with partners, staff, and high-net-worth clients to lead the planning, management, review, and completion of client engagements. You will provide proactive tax planning, tax-saving strategies, and wealth-preservation solutions for individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. The role also supports business development, cultivates long-term client relationships, and serves as a key contact for designated clients, delivering a high-touch, advisory-focused experience. The firm provides tax consulting and compliance services as well as 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 5 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.
- 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.
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 and monitoring fees, execution, and delivery.
- Develop and maintain strong client relationships by providing exceptional service and understanding clients’ business needs.
- 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.
- Support business development and serve as a key contact for designated clients.
- Develop tax-planning strategies for clients.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
