Senior Manager Principal High Net Worth Individuals

Overview

Our client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area.

In this role, you’ll oversee strategy and compliance for complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts, estates, and gift tax filings.

Location: REMOTE

Employment: Full time, direct hire

Salary: $150-250k+ depending on manager/principal level

• Provide exceptional customer service to high-net-worth (HNW) individuals, multi-generational families, trusts, estates, etc.
• Consult and offer comprehensive tax planning to meet client goals; ensuring clients are making well informed financial decisions.
• 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)
• Ensure tax strategies are compliant while reducing liabilities and optimizing financial outcomes
• Represent clients in federal and state tax audits
• Grow and lead a successful team of tax professionals and staff accountants

• 8-10+ years’ experience in public accounting
• Demonstrated expertise with high net worth and relaxed entity taxation
• Experience managing teams and workflows
• CPA
• Bachelor's in accounting;
  Master’s in Taxation a plus