Senior Tax Manager, High Net Worth

As a HNW Tax Senior Manager, you work closely with partners, staff, and high net worth clients and are responsible for planning, managing, reviewing, and completing complex client engagements. You serve as a leader within the practice, guiding teams, advising clients on sophisticated tax and wealth planning matters, and playing a key role in the growth of the firm's high net worth practice.

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; Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively; 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; Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development; Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Requirements

A Bachelor's degree and/or Master's degree in Accounting; Active CPA license required; 8+ 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; Familiarity with family office services and private foundation structures; 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