Tax Manager, High Net Worth

Frazier & Deeter • Canton, MA

21h

About The Position

Frazier & Deeter is a rapidly growing Top 50 accounting and advisory firm serving clients across the United States and globally. The firm has offices across the U.S., UK, and India and describes its environment as entrepreneurial, growth-minded, and offering variety and opportunity.

The Tax Manager, High Net Worth works closely with partners, staff, and high-net-worth clients to lead the planning, management, review, and completion of client engagements. The role provides proactive tax planning, tax-saving strategies, and wealth-preservation solutions for individuals, families, and closely held entities, including matters with complex, multi-jurisdictional considerations. The manager supports business development, cultivates long-term client relationships, and serves as a key contact for designated clients, providing a high-touch, advisory-focused experience.

The team provides tax consulting and compliance services, including stock option planning, international tax advice, and consultation on the tax implications of investments, mergers and acquisitions, reorganizations, and liquidations. The position is responsible for helping clients minimize tax liability while remaining compliant with changing tax laws.

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.
• Familiarity with family office services and private foundation structures.
• Proven expertise overseeing complex client engagements and delivering high-quality client service.
• 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.
• Proficiency with tax preparation software, such as CCH Axcess, and Microsoft Office Suite.
• Experience supervising, training, developing, and reviewing staff and senior associates.

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 completion, including 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 efforts and serve as a key point of contact for designated clients.
• Develop tax-planning strategies for clients.
• Supervise, train, develop, and review the work of staff and senior associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager