High Net Worth Senior Tax Manager

Location: Remote in Wisconsin, United States

Salary: $176,000–$264,000 annually; geographic-specific structures may range from $193,600–$303,600 or $202,400–$303,600.

Company

hirify.global provides wealth planning and related financial services centered on client interests.

What you will do

• Manage and review complex federal and state income tax returns for high-net-worth and ultra-high-net-worth individuals, including final review and signing where appropriate.
• Review tax projections and individual, business, pass-through, and fiduciary tax information to identify planning opportunities and technical issues.
• Provide advanced tax planning consultation to individuals, executives, business owners, trustees, advisors, and clients.
• Integrate tax strategies into financial, estate, business succession, investment, and insurance planning recommendations.
• Communicate complex tax concepts and strategic recommendations clearly to advisors and clients.
• Support quality control, workflow discipline, risk management, and development of the in-house tax preparation and planning service.

Requirements

• Bachelor’s degree in accounting, taxation, or a related field.
• Active CPA license.
• Typically 15 or more years of progressively responsible tax experience, including advanced high-net-worth individual tax planning and compliance.
• Significant experience in business or pass-through taxation, or fiduciary and trust taxation.
• Experience advising high-net-worth and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth.
• Strong tax research, communication, judgment, mentoring, collaboration, and risk management skills.

Nice to have

• Advanced degree or credential such as MST, JD, or LL.M.
• Experience with CCH Axcess Tax.
• Experience improving processes and service delivery practices.
• Experience evaluating and integrating AI technologies.

Culture & Benefits

• Remote work arrangement in Wisconsin.
• Collaboration with tax, financial planning, legal, investment, and insurance professionals.
• Opportunity to contribute to a growing in-house tax preparation and planning service.
• Equal opportunity environment supporting creative ideas, professional challenges, and leadership.