Tax Manager, High Net Worth
About The Position
Frazier & Deeter is hiring a Tax Manager focused on high-net-worth clients. The role works closely with partners, staff, and clients to lead the planning, management, review, and completion of tax engagements. The manager provides proactive tax planning, tax-saving strategies, and wealth-preservation solutions for individuals, families, and closely held entities, including matters involving complex, multi-jurisdictional considerations. The role also supports business development, cultivates long-term client relationships, and serves as a key point of contact for designated clients, delivering an advisory-focused service experience. The firm’s tax services include consulting and compliance, stock option planning, international tax advice, and consultation on tax implications related to 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.
- 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.
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.
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 through exceptional service and an understanding of 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 ensure quality and accuracy.
- Support business development efforts and serve as a key contact for designated clients.
- Supervise, train, develop, and review the work of staff and senior associates.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
