CPA Tax Manager (HNW/UHNW)

Job Summary

To support a growing high-net-worth and ultra-high-net-worth individual tax practice, the full-time remote CPA Tax Manager (HNW/UHNW) will lead complex 1040 engagements, deliver proactive client planning, and manage a team while maintaining a family-friendly work culture.

Key responsibilities

• Lead complex Forms 1040 engagements and manage multi-state returns, including Schedule C, E, and F activities
• Deliver proactive tax planning and identify complex issues related to investment income and private equity
• Manage client relationships and mentor team members, ensuring quality and efficiency across multiple engagements

Required qualifications

• CPA required; consideration for EA or JD candidates
• 6 to 10+ years of public accounting experience with a focus on high-net-worth individual tax
• Deep expertise in complex individual tax matters and strong review skills
• Experience in mentoring teams and managing competing deadlines
• Ability to explain complex tax topics to non-technical clients