Tax Senior Manager High Net Worth
Hiring: Senior Tax Manager | Wealth Management & High Net Worth ClientsWe’re currently working with a highly respected advisory and public accounting firm seeking an experienced Senior Tax Manager to join their growing wealth management and private client services team.This is an outstanding opportunity for someone who enjoys working closely with high net worth individuals and families, leading complex tax engagements, and playing a strategic advisory role in wealth preservation and estate planning.Key Responsibilities:• Managing all aspects of client relationships and advisory engagements for high net worth individuals and families• Reviewing and signing complex individual and trust tax returns across federal, state, local, and foreign jurisdictions• Identifying tax-saving opportunities and mitigating tax exposure risks• Supporting estate planning and wealth transfer strategies• Supervising, mentoring, and developing staff and interns• Managing project timelines, deliverables, and client deadlines• Preparing research, responses to tax notices, and client memorandumsWhat We’re Looking For:• Bachelor’s degree in Accounting or Finance• CPA or Bar License required• 10+ years of recent tax compliance experience• Strong experience working with high net worth individuals, trusts, partnerships, LLCs, S-Corps, C-Corps, and private foundations• Sophisticated understanding of fiduciary and estate tax planning• Demonstrated leadership and client management experience• Public accounting experience strongly preferredWhy This Opportunity Stands Out:• Very good annual salary• Robust compensation and benefits package• Flexible scheduling options outside peak periods• Opportunity for partial remote work arrangements• High-level client exposure and advisory responsibilities• Strong leadership team and collaborative culture• Clear long-term growth and advancement opportunitiesThis role is ideal for a seasoned tax professional who enjoys combining technical expertise with relationship management and strategic client advisory work.If you’d be open to a confidential conversation, feel free to message me directly to learn more.