State Licensed Senior Tax Manager

Job Summary

To support a growing practice, the full-time State Licensed Senior Tax Manager will advise ultra-high-net-worth individuals and families on complex tax matters, lead compliance engagements, and develop high-performing teams while working in a hybrid environment.

Key responsibilities:

• Advise clients on income tax planning, estate and gift planning, and wealth transfer strategies
• Lead the review and sign-off of complex tax compliance engagements, ensuring accuracy and quality
• Research complex tax matters to optimize clients' tax positions and support their financial objectives

Required qualifications:

• Bachelor's degree in Accounting or JD/LLM required
• Active CPA or JD required
• Minimum of eight years of experience in public accounting, law, or a family office environment
• Experience serving ultra-high-net-worth individuals and families with complex tax compliance
• Strong technical knowledge of tax matters affecting UHNW individuals and families