HNW Tax Manager​/Senior Manager

About us

We are a well-established public accounting firm known for delivering high-quality tax, audit, and advisory services to a diverse client base of closely held businesses, high-net-worth individuals, and family offices. We pride ourselves on a collaborative culture, technical excellence, and long-term client relationships.

We are seeking an experienced HNW Tax Manager/Senior Manager to join our growing tax practice. This individual will oversee tax compliance and planning engagements, manage client relationships, and mentor a team of staff and senior associates. The ideal candidate is a proactive, detail-oriented professional who thrives in a fast-paced, client-focused environment.

• Competitive salary commensurate with experience
• Comprehensive benefits package (medical, dental, vision, 401(k) with match)
• Generous paid time off and firm holidays
• Continuing education support and CPA license reimbursement
• Clear path to Senior Manager and Partner-track opportunities
• Collaborative, team-oriented culture with direct partner access
• Flexible/hybrid work arrangements

Salary: $120,000 - $220,000 per year

• Manage and review complex individual, corporate, partnership, trust, and estate tax returns
• Develop and implement tax planning strategies for a diverse portfolio of clients
• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships
• Research and resolve complex tax issues, staying current on federal, state, and local tax law changes
• Supervise, train, and mentor tax staff and senior associates; provide performance feedback
• Manage engagement budgets, timelines, and staffing to ensure efficient workflow
• Identify opportunities for additional client services and support business development efforts
• Liaise with tax authorities on notices, audits, and inquiries as needed
• Collaborate with partners and other department leaders on firm initiatives

• Bachelor's degree in Accounting, Finance, or related field required;
  Master's in Taxation a plus
• CPA license required (active and in good standing)
• Minimum 5–7 years of progressive tax experience in public accounting
• Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation
• Prior experience managing client relationships and supervising staff
• Proficiency with tax preparation and research software (e.g., CCH Axcess, Pro System fx, or similar)
• Excellent communication, organizational, and leadership skills
• Ability to manage multiple engagements and deadlines simultaneously

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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