Senior Tax Manager

SHR Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role within its expanding Tax Services and Family Office platform. The Senior Tax Manager will serve as a trusted tax advisor to high‑net‑worth clients, lead complex tax planning initiatives, and act as a senior partner to Wealth Advisors across the firm. The Senior Tax Manager will have meaningful influence over strategy, client outcomes, and the continued growth of the tax function.

Responsibilities

• Lead tax planning and compliance for complex high-net-worth individuals, families, trusts, and entities
• Review and oversee preparation of tax returns and related filings
• Develop and implement advanced tax planning strategies aligned with client wealth objectives
• Partner closely with Wealth Advisors, Family Office professionals, and Risk teams
• Serve as a senior point of contact for client tax matters
• Mentor and review work of Tax Managers and Associates
• Monitor legislative and regulatory changes and proactively advise clients
• Contribute to process improvement and best‑practice development within the tax platform

Qualifications

• Bachelor’s degree in Accounting or related field
• Certified Public Accountant (CPA), license, -required
• 8‑12+ years of progressive tax experience
• Deep experience with high-net-worth individuals, trusts, estates, and closely held entities
• Background in public accounting, family office, or integrated wealth management preferred
• Strong planning mindset with the ability to think strategically beyond compliance
• Proven ability to lead, mentor, and influence cross‑functional teams
• Client‑first mentality with high professional standards

Seniority Level

• Mid‑Senior level

Employment Type

• Full-time

Job Function

• Accounting/Auditing and Management