Tax Manager; High-Net-Worth

Job Title

Tax Manager, CPA

Tax

Remote or Hybrid

• 5+ years of public accounting experience
• 2-4+ years of supervisory or management experience
• Broad understanding of Tax Law with specialized knowledge in partnerships, high‑net‑worth individuals, corporations, pass‑throughs, estates, gifts, investment advisory, and/or financial planning
• Ability to prepare working trial balance and year‑end adjusting entries

• Bachelor’s degree in Accounting, Finance, or related business field
• CPA certification is required
• Strong technical skills in tax preparation, review, compliance, and research
• Excellent analytical, organizational, written, and verbal communication skills
• Proficiency in Excel, Word, and CCH Axcess
• Outstanding leadership, mentoring, and interpersonal skills

• Review high‑net‑worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, non‑corporate entity tax returns, combined state tax returns, and tax compliance
• Review very complex individual tax returns
• Manage and develop income tax and financial planning clients
• Work closely with tax partners and staff on client management, practice development, and business development activities
• Maintain active communication with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts effectively
• Consult, collaborate with, and advise clients on business and process improvements
• Supervise and drive the success of multiple engagements in partnership and individual taxation
• Prepare year‑end projections
• Research various tax issues
• Mentor associates and guide them on tax issues
• Maintain presentation skills (oral and written)

$115,000 - $155,000 a year

• Comprehensive medical/dental/vision insurance
• Profit‑sharing plan
• 401(k) match
• Parental leave
• Retirement savings, life and disability insurance, certification incentives, education assistance, referral program, and more