Senior Manager / Principal - High Net Worth Individuals

This role is ideal for senior manager and principal level candidates in tax ready to play a key role in high-net-worth (HNW) tax compliance and consulting services in our Fort Worth office. As a Senior Manager or Principal in our Tax service line, you will be responsible for client service excellence, tax expertise and compliance, and team leadership and development.

Responsibilities

Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships; Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals; Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions; Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness; Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706); Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance; Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning; Represent clients in federal and state tax audits, preparing necessary correspondence and documentation; Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment; Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively; Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives

Requirements

Undergraduate degree in Accounting required; CPA certification is required; 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation; Demonstrated leadership and supervisory skills with experience managing teams and workflows; Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation; Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools; Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards

Nice to have

Master's in Taxation is a plus

Benefits

Hybrid work model; Variety of benefits and perks