Senior Tax Manager - HNW​/UHWN

Job Description

Experience: Director
Salary: $160,000 - $230,000 per year

Job Details

We are seeking a Senior Tax Manager with strong experience serving high-net-worth and ultra-high-net-worth individuals and families.

This is an excellent opportunity for an experienced tax professional who enjoys complex tax work, client relationships and problem-solving, but is looking for a firm where career growth does not have to come at the expense of personal life.

Responsibilities

• Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses
• Provide tax planning and compliance services across a sophisticated client base
• Review complex federal and state individual and business tax returns
• Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters
• Work with clients and internal teams to identify and implement tax-saving strategies
• Oversee and mentor Tax Seniors, Staff and other team members
• Manage engagement timelines, budgets and deliverables
• Develop and maintain strong, long-term client relationships
• Collaborate with Partners on complex client matters and strategic tax planning
• Research and resolve complex federal and state tax issues
• Assist with IRS and state examinations as needed

What We're Looking For

• Bachelor's degree in Accounting, Finance or a related field
• 8+ years of public accounting tax experience
• Significant experience working with HNW/UHNW individuals and families
• Strong knowledge of individual and business taxation
• Experience with complex, multi-state tax matters
• Strong tax research, analytical and problem-solving skills
• Excellent client communication and relationship-management abilities
• CPA preferred
• Experience with trusts, estates, private foundations, closely held businesses or sophisticated investment structures is highly valued
• Ability to work independently while collaborating effectively with Partners and team members

A bit about us

Our client is a highly respected, full-service public accounting and advisory firm with offices across California, Nevada and New York, serving sophisticated clients throughout the U.S. and internationally.

The firm has built a particularly strong reputation serving high-net-worth and ultra-high-net-worth individuals and families, closely held businesses, private equity, venture capital, real estate and other alternative investment clients. Its services span tax, audit & attest, family office, estate and gift tax, business advisory and other specialized accounting services.

This is an entrepreneurial, relationship-driven environment where professionals work closely with experienced Partners and sophisticated clients rather than operating within a large-firm, highly siloed structure.

If you are a Tax Manager with client facing skills, then please read on....

Why join us?

• 100% Remote opportunity with the flexibility and autonomy that comes with a trusted, experienced team
• Exceptional work-life balance compared to traditional public accounting environments
• 40 hours or less during non-busy season
• Busy season is focused, but the heaviest workload is concentrated around the two weeks leading into filing deadlines
• Collaborative, supportive culture where Partners and Managers are accessible and invested in their people
• Sophisticated HNW/UHNW clientele that keeps the work technically interesting without the bureaucracy of a large national firm
• Strong opportunity to build relationships with clients and take meaningful ownership of engagements
• Premium benefits package including medical, dental and vision insurance, 401(k)/profit sharing, PTO and paid holidays
• Continuing education, professional dues and license renewals supported by the firm
• Mentorship, leadership development and opportunities for continued career growth

The firm believes in "People First. Excellence Always." and has intentionally built an environment designed to provide the technical challenge of a larger firm with the personal attention, flexibility and culture of a smaller organization.

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