Tax Manager (High Net Worth)

Location: Principally in-person across offices in Colorado, Illinois, Ohio, and Massachusetts, with flexibility to determine the optimal working environment with the supervisor and team. Client and firm-wide travel, including occasional overnight stays, may be required. Candidates must be legally authorized to work in the United States without sponsorship.

Salary: $100,000–$145,000 annually across offices in Colorado, Illinois, Ohio, and Massachusetts.

Company

hirify.global is an audit, tax, consulting, and wealth management firm providing professional services to clients.

What you will do

• Manage tax planning processes for high-net-worth clients and families in collaboration with advisory teams.
• Review federal, foreign, state, and local tax returns, estimated payments, extensions, and tax audits.
• Lead estate planning and wealth transfer projects and identify tax solutions, credits, and opportunities arising from tax law changes.
• Serve as the primary engagement manager with responsibility for billing, realization, and collections.
• Build client relationships through meetings and networking, and contribute to proposals and sales calls.
• Supervise and develop associates in client engagement management and applied tax knowledge.

Requirements

• 5+ years of experience in public accounting.
• Bachelor’s degree in Accounting.
• CPA or Bar License required.
• Experience with high-net-worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations, with emphasis on high-net-worth individuals.
• Sophisticated knowledge of fiduciary and estate tax planning and compliance.
• Legal authorization to work in the United States without sponsorship is required.

Nice to have

• Bilingual Japanese and English or Chinese and English candidates may be considered as an exception to the standard sponsorship requirement.
• Experience using CCH Axcess and other tax technology.

Culture & Benefits

• Flexibility and balance within a principally in-person Workplace for Your Day model.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, holidays, and a 401(k) plan.
• Reimbursement for business-related travel, lodging, and meals.
• Eligible staff may receive pension plan access and discretionary bonuses.
• Training, mentoring, recruiting, and thought leadership opportunities.

Hiring process

• Submit a resume through the applicant tracking system.
• Only candidates selected for interviews will be contacted.