Senior Tax Manager

Job Summary

Leading tax planning, compliance, and advisory services for high-net-worth individuals and entities, the remote Senior Tax Manager will review complex tax returns, manage client engagements, and mentor tax professionals while delivering exceptional client service.

Key responsibilities

• Lead tax planning and compliance for high-net-worth individuals, families, trusts, and closely held businesses
• Review complex federal, state, and local tax returns for accuracy and compliance
• Research and analyze complex tax issues, providing clear recommendations to clients and advisors

Required qualifications

• CPA, EA, JD, or comparable advanced tax credential with a minimum of 8+ years of relevant tax experience
• Demonstrated expertise serving high-net-worth individuals and families, with significant experience in tax return reviews
• Strong technical knowledge of federal and state income tax, fiduciary income tax, and estate tax concepts
• Proven ability to lead engagements and manage competing deadlines effectively
• Proficiency in Microsoft Office applications, particularly Excel, and familiarity with tax technology tools