Tax Manager - High Net Worth

TL;DR

Tax Manager (High Net Worth): Lead and manage tax compliance engagements for high net worth clients with an accent on planning, reviewing returns, and proactive client communication. Focus on performing detailed reviews, providing technical expertise in specialized tax areas, and supervising staff.

Location: Remote (US-based, CPA required in respective state)

Salary: $106,000 to $160,000

Company

Professional services firm providing tax, attest, and business consulting services.

What you will do

• Lead tax compliance engagements within budget and deadlines
• Plan and schedule tax projects with clients and internal resources
• Serve as primary tax contact for clients, ensuring proactive communication
• Review tax work papers, returns, research, and deliverables
• Train, direct, and supervise staff and senior accountants
• Participate in firm initiatives and maintain expertise in high net worth tax areas

Requirements

• CPA certification required in the respective state
• Bachelor's Degree in Accounting or equivalent
• 5+ years of job-related experience, including high net worth individual tax
• Prior accounting/tax and public accounting experience
• Management, mentoring, and subject matter leadership experience

Nice to have

• Experience making recommendations to management

Culture & Benefits

• Flexible time off, family care leave, parental leave
• 8 health plan options, dental, vision, HSA with firm contribution
• 401(k) with profit share and firm matching
• Education and certification assistance, well-being incentives
• Cell phone reimbursement, travel rewards, voluntary benefits like pet insurance