CPA Tax Manager
Job Summary
Leading tax compliance engagements for ultra-high-net-worth clients, the remote Tax Manager/Director will prepare and review complex tax returns, manage the tax compliance process, and research technical tax issues while ensuring accurate and timely filings.
Key responsibilities
- Lead tax compliance engagements for individuals, families, trusts, and closely held entities
- Prepare and review complex federal, state, and local tax returns, ensuring accuracy and timeliness
- Partner with internal and external advisors to deliver integrated tax solutions aligned with clients' wealth planning objectives
Required qualifications
- Bachelor's degree in Accounting or a related field
- CPA required; JD, LLM, or an advanced tax degree preferred
- 7+ years of tax compliance experience with ultra-high-net-worth individuals and complex entities
- Public accounting experience with a Big 4, regional, or boutique firm
- Strong technical expertise with complex Schedules K-1 and multi-state tax filings
Complete Job Description
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