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3 дня назад

Tax Senior Manager High Net Worth

135 000 - 225 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Tax Senior Manager High Net Worth (Tax Compliance and Wealth Management): Managing tax compliance, wealth management, and advisory engagements for high-net-worth individuals and families with an accent on fiduciary, estate, and wealth-transfer planning. Focus on reviewing complex individual and entity tax returns, identifying tax-saving opportunities, meeting statutory deadlines, and supervising engagement staff.

Location: United States; principally in-person with flexibility for some required hours to be performed remotely. Client travel throughout the region and occasional overnight travel may be required.

Salary: $135,000–$225,000 annually across offices in CO, IL, OH, and MA.

Company

hirify.global is a large audit, tax, consulting, and wealth management firm with a focus on inclusive collaboration and professional development.

What you will do

  • Manage client and advisory teams supporting wealth management goals for high-net-worth clients and families.
  • Plan engagements, schedules, projections, billing, client communications, and delivery deadlines.
  • Review and sign federal, foreign, state, and local tax returns for individuals, trusts, and business entities.
  • Identify tax-saving opportunities and exposures, calculate estimated payments and extensions, respond to tax notices, and draft client memorandums.
  • Participate in estate planning and wealth-transfer projects.
  • Supervise and train staff and interns assigned to engagements.

Requirements

  • Bachelor’s degree in accounting or finance.
  • CPA or Bar License required.
  • 10+ years of recent tax compliance experience; public accounting experience is preferred.
  • Experience with high-net-worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations.
  • Sophisticated knowledge of fiduciary and estate tax planning and compliance, plus demonstrated leadership skills.
  • Must be legally authorized to work in the United States without sponsorship.

Nice to have

  • Routine accounting assistance experience.
  • Bilingual Japanese and English or Chinese and English may qualify for an exception to the sponsorship restriction.

Culture & Benefits

  • Flexible scheduling around peak periods, with potential reduced working-hour arrangements.
  • Workplace for Your Day model balancing in-person collaboration with team-agreed flexibility.
  • Health, dental, vision, disability, and life insurance for eligible staff.
  • Flexible Time Off, holidays, 401(k), flexible benefits plans, and discretionary bonuses for eligible staff.
  • Reimbursement for business-related travel, lodging, and meals.

Hiring process

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

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