Senior High Net Worth Tax Manager
A premier accounting and consulting firm is seeking a highly skilled Senior High Net Worth Tax Manager to join its elite Family Wealth Services practice group. In this critical leadership role, you will lead a private client tax advisory division, managing comprehensive tax compliance and wealth preservation strategies for high-net-worth individuals, multi-generational families, and closely held family partnerships. You will act as a primary technical advisor on complex federal, state, and local tax issues while driving productivity across the private client tax department. This position directly shapes the long-term fiscal health and financial preservation of premier clientele.
As an expert in the field, you will spearhead private client tax compliance and partnership tax filings. You will take ownership of the preparation, technical review, and timely submission of all individual, trust, gift, estate, and foundation tax documentation. Beyond basic compliance, you will identify proactive tax planning and quarterly consulting opportunities to minimize tax liabilities, optimize cash flow, and manage complex wealth transfer structures. Collaboration is central to this role; you will partner with cross-functional wealth managers, estate attorneys, and investment advisors to integrate accurate tax treatments into daily asset management transactions.
A vital part of your responsibility will involve customer relationship management and team leadership. You will actively communicate the progress of engagements, manage billing and collections, and develop a strong business referral network to attract new customers. Additionally, you will supervise, mentor, and train junior tax staff, fostering a highly collaborative culture of engagement, inclusion, and accountability. You will also manage complex tax research, resolving challenging IRS audits or individual inquiries with definitive, data-backed recommendations.
Key Position Requirements
- Education Background: Bachelor\'s degree in Accounting, Finance, or Law (Master\'s in Tax or LLM preferred).
- Professional License: Active Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is strictly required.
- Years Experience: Minimum of 5 years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates.
- Core Focus: Proven concentration in High Net Worth (HNW), family limited partnerships, gift, and estate taxation.
- Technical Software: Deep proficiency with professional tax software systems, modern tax technology, and Microsoft Office Suite.
- Core Competencies: Excellent project management, strong communication and networking acumen, discrete client handling, and proven leadership ability.
Position Compensation and Structure
- Salary Range: $145,000 - $175,000 annual base pay, depending on experience and location.
- Performance Bonus: Eligible for annual discretionary performance bonuses based on individual performance and firm metrics.
Comprehensive Benefits Package
- Health Coverage: First-class medical, dental, and vision insurance alongside dedicated wellness coaching and mental health counseling.
- Retirement Planning: Full 401(k) program with competitive company matching contributions.
- Paid Time Off: Generous time away and paid firm holidays, including the entire week between Christmas and New Year\'s.
- Family Leave: Up to 16 weeks of paid maternity/adoption leave, 8 weeks of paid parental leave, and 4 weeks of paid caregiver leave.
- Professional Development: One-on-one professional coaching, leadership career programs, and access to a unique personal expansion program.
Work Location and Arrangements
- Work Model: Hybrid work schedule allowing for flexible remote and in-office balance.
- Primary Location: Opportunities available across 8 major locations, including fast-growing hubs like Charlotte, North Carolina or Atlanta, Georgia.
Benefits
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Relocation
- Telecommute