Senior Tax Manager, Wealth Management; HNW Tax Planning

Senior Tax Manager, Wealth Management (HNW Tax Planning)

Remote or hybrid, East Coast | Base salary up to $225,000 plus bonus and profit sharing

About the firm

Our client is an independent, fee-only fiduciary wealth management firm with more than 40 years of history, 250+ employees, and a growing footprint of offices along the East Coast serving thousands of individuals, families, and businesses. The firm is growing quickly through a mix of organic growth and acquisitions, and it now has more wealth management clients asking for in-house tax services than the tax team can take on.

That is the reason for this hire.

The culture is humble, collaborative, and team-oriented, with unusually long tenures and a track record of promoting from within. Ownership is open well beyond the partner level.

The role

This is a consultative, planning-focused seat, not a heads-down compliance job. You will partner directly with financial advisors and the Director of Tax Services to spot tax-saving opportunities, support wealth planning strategies, and own a book of roughly 200 high-net-worth client relationships from review through signature.

The ideal person is a CPA who is currently a Tax Manager, Senior Tax Manager, or Tax Director at a wealth management firm, RIA, family office, or the HNW practice of a CPA firm, and who wants to spend more of their time in client and advisor meetings doing real planning work. The tax practice is expanding, and there is a clear path to move upward in the department as it grows.

What

you'll do

• Lead the review of complex individual, fiduciary, partnership, and corporate returns, with an advisory lens on top of compliance
• Perform final review and sign the firm's most complex returns
• Manage a book of approximately 200 client relationships
• Join client and advisor meetings to provide tax input on estate and trust planning, 1031 exchanges, NUA strategies, charitable giving, and other high-net-worth strategies
• Work with advisors to integrate tax planning into each client's broader financial plan, including the tax implications of investment, retirement, and estate decisions
• Analyze realized and unrealized gains, income distributions, and tax-loss harvesting opportunities with the investment team
• Review and facilitate tax projections for clients and advisors
• Provide review notes and mentoring to Tax Specialists and Senior Tax Specialists, including training on tax law updates and procedures
• Serve as a subject matter expert for marketing and compliance on tax-related communications

This role reports to the Director of Tax Services and is supported by a team at the Staff through Manager level.

What we're looking for

• Active CPA license (required)
• 12 to 15+ years of tax experience, with a meaningful share of it serving high-net-worth individuals and families
• Experience reviewing and signing individual returns
• Strong working knowledge of trust and estate taxation and HNW planning strategies
• Comfortable in front of clients and advisors; you enjoy the conversation as much as the return
• Bachelor's degree in accounting or a related field
• Experience with CCH Axcess and related CCH tools is a plus

Location and schedule

Location agnostic for the right person. Ideally within driving range of one of the firm's offices in New Jersey, Boston, Philadelphia, Charlotte, Atlanta, and Asheville; for the purpose of being able to attend occasional onsite client meetings. Fully remote is open for strong candidates.

Tax season is an intense stretch of roughly six weeks with extended hours. Outside that window, the work centers on planning and client and advisor meetings with a more balanced schedule.

Compensation and benefits

• Base salary up to $225,000, depending on experience
• Annual performance bonus (personal and company components, reviewed quarterly)
• 4% safe harbor 401(k) contribution, immediately vested
• Ownership opportunities
• Medical, dental, and vision 100% paid for the employee and 50% for family, starting day one
• Disability and life insurance, FSA, paid vacation, and continuing education support