Tax Manager - High Net Worth

Job Summary

Managing a portfolio focused on high-net-worth individuals and families, the full-time Tax Manager - High Net Worth will lead tax engagements, serve as a trusted client contact, and provide technical expertise in complex tax compliance and planning matters, with opportunities for remote work.

Key responsibilities

• Manage a client portfolio primarily consisting of high-net-worth individuals, families, and related entities
• Serve as the primary client contact, maintaining year-round relationships and providing hands-on support for complex tax issues
• Lead multiple engagements from planning through delivery, overseeing staffing, budgets, timelines, and compliance

Required qualifications

• A minimum of five years of experience in accounting and tax with increasing complexity and scope
• Must be a member in good standing with the American Institute of Certified Public Accountants
• Bachelor's or Master's degree in accounting
• Strong organizational skills and ability to manage multiple projects simultaneously
• Proficiency in firm technology and tax systems