High Net Worth Tax Manager
Locations: Louisville, KY
Schedule: Hybrid (3 Days In-Office / 2 Days Remote)
A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide.
This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.
What You'll Be Doing
- Review and sign complex individual, trust, and fiduciary tax returns
- Advise high-net-worth and ultra-high-net-worth clients on tax matters
- Review Forms 1040 and 1041 and provide guidance to staff and seniors
- Work with partnerships, S corporations, trusts, estates, and other pass-through entities
- Collaborate with clients and internal teams to deliver a high level of service
- Mentor and develop junior tax professionals
Qualifications
- 5-7+ years of public accounting tax experience
- Strong experience with Forms 1040 and 1041
- Experience reviewing tax returns
- Sign-off authority preferred for manager-level candidates
- Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus
- CPA preferred
Compensation
- Review and sign-off experience required
- Base salary: $130,000 - $160,000
Why Consider This Opportunity?
If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds.
- No billable hour requirements
- Busy season typically averages 45-50 hours per week
- Busy season is approximately one month shorter than most public accounting firms
- Generally, 40-hour work weeks outside of busy season
- Strong emphasis on work-life balance and employee well-being
- Opportunity to work with sophisticated HNW and UHNW clients
- Growing organization with strong long-term career growth potential
If you're interested in learning more about this opportunity, please apply or reach out directly for a confidential conversation.
Tax Manager in Louisville Metropolitan Area at Brewer Morris
This position is listed as full time and able to be worked remotely. It was posted yesterday.