HNW Tax & Partnerships Manager; CPA)

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology.

Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

We are seeking an experienced Tax Manager with a strong background in High-Net-Worth (HNW) individual taxation and partnerships. This individual will manage complex tax engagements, provide proactive tax planning and advisory services, maintain key client relationships, and mentor members of the tax team.

The ideal candidate brings significant public accounting experience working with HNW individuals, partnerships, pass-through entities, and closely held businesses, along with the technical expertise and client-facing skills to serve as a trusted advisor.

Key Responsibilities

• Manage and review complex federal, state, and local tax returns, with a strong focus on HNW individuals and partnerships.

• Serve as a primary point of contact for HNW individuals, business owners, partnerships, and other key clients.

• Provide proactive tax planning and identify tax-saving opportunities throughout the year.

• Advise clients on partnership and pass-through taxation, entity structuring, transactions, and related tax matters.

• Research and resolve complex federal and multi-state tax issues.

• Manage multiple client engagements, deadlines, budgets, staffing, and deliverables.

• Review work papers and tax returns for technical accuracy and compliance.

• Develop strong client relationships through proactive communication and responsive service.

• Mentor and develop tax professionals through delegation, coaching, and technical guidance.

• Collaborate with partners and firm leadership on complex client matters and planning opportunities.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.

• CPA license required.

• 6+ years of progressive public accounting tax experience.

• Significant hands-on experience with HNW individual taxation (1040) and partnership taxation (1065/K-1s).

• Experience with pass-through entities, closely held businesses, and complex individual tax matters.

• Strong tax planning, research, and advisory experience.

• Experience reviewing complex returns and managing multiple client engagements.

• Strong client relationship and communication skills.

• Demonstrated leadership and staff development experience.

• Multi-state taxation experience preferred.

• Trust, estate, family office, and real estate partnership experience is a plus.

• Master's degree in Taxation preferred.

• Candidates located in New Jersey or with experience serving New Jersey clients are strongly preferred.

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and Linked In Learning

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.