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Tax Manager - High Net Worth

Job in Glen Allen, Henrico County, Virginia, 23060, USA
Listing for: Keiter CPAs
Full Time position
Listed on 2026-01-12
Job specializations:
  • Accounting
    Tax Manager, Accounting & Finance, Tax Accountant, Tax Advisor
  • Finance & Banking
    Tax Manager, Accounting & Finance, Tax Accountant, Tax Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Tax Manager - High Net Worth

Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEEAS) group, Keiter is seeking a dynamic and client‑service‑oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.

Our Mission
  • To provide quality service to our clients
  • To provide fulfilling careers to our staff
  • To share our time and resources to give back to the community
Primary Responsibilities and Knowledge
  • Serve as liaison among managers, senior managers, partners, clients, and staff; handle all phases of tax engagements specializing in those related to work in our FEAS area.
  • Possess strong technical skills in accounting and tax preparation (individual taxation, multi‑state taxation, trust and/or estate).
  • Working knowledge of US Tax Code and technical aspects of tax preparation and compliance.
  • Serve as the main point of contact for multiple clients and directly handle tax‑related communication with clients’ attorneys, brokers, or other third parties.
  • Participate in the development of staff through one‑on‑one teachable moments and offering feedback on a regular basis; also seek feedback from others.
  • Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following‑through with leads.
  • Contribute to and foster a positive work environment.
Job Requirements
  • Hold active CPA license; CFP® is a plus.
  • At least five years of experience in public accounting, tax consulting, or other related experience.
  • Ability to develop relationships with current and potential clients.
Seniority Level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Referrals increase your chances of interviewing at Keiter CPAs by 2x.

Location:

Richmond, VA

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