Senior Manager, High Net Worth Tax

Senior Manager, High Net Worth Tax

Our client, a top-tier national CPA firm expanding its high-net-worth tax practice, is looking for a Senior Manager, High Net Worth Tax. Full Time, Direct Hire Candidate needs to be based in Fort Worth, Greater LA, NYC, Denver, Salt Lake City, or Phoenix areas. Salary + Benefits, commensurate with experience. In this role, the Senior Manager will lead client-facing tax planning and compliance work for ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice.

Responsibilities:

• Own client relationships across individual, trust, estate, gift, and partnership tax matters for UHNW principals and family offices
• Advise on sophisticated tax planning strategies for clients with $100M+ in net worth
• Review and oversee complex returns across multiple entity types
• Partner directly with firm leadership on client strategy and service delivery
• Mentor and develop junior staff as the practice grows

Requirements:

• Located in one of the listed metro areas
• Active CPA
• 7+ years public accounting tax experience
• Big 4 experience required (current or prior)
• Deep experience advising clients and family offices with $100M+ in net worth, spanning individual, trust, estate, gift, and partnership work