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2 часа назад

Tax Senior Manager, Private Wealth

142 700 - 214 030$
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, Private Wealth (Private Wealth Tax): Providing compliance, tax planning, and strategic consulting services for high-net-worth individuals, affluent families, family offices, trusts, estates, and private businesses with an accent on estate, gift, charitable, succession, and multi-state taxation. Focus on reviewing complex tax returns, leading client engagements, advising on wealth transition strategies, and developing tax professionals.

Location: Hybrid role based in Seattle, Washington; compensation is also listed for San Francisco, California. Eligibility to work in the U.S. without sponsorship is highly preferred.

Salary: $142,700–$214,030 in Seattle, WA; $173,000–$231,870 in San Francisco, CA.

Company

hirify.global is a U.S.-based advisory, tax, and assurance firm serving clients across major U.S. regions and international financial centers.

What you will do

  • Provide tax compliance and consulting services to high-net-worth individuals, affluent families, family offices, estates, trusts, private businesses, and investment entities.
  • Review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
  • Lead engagements involving federal estate, gift, charitable, generation-skipping, and succession planning.
  • Advise clients and their attorneys, bankers, and investment advisors on integrated wealth and business succession strategies.
  • Manage engagement staffing, billing, collections, and client profitability.
  • Mentor team members and support their professional development.

Requirements

  • Bachelor’s degree required; accounting, master’s, or advanced degrees preferred.
  • CPA, law license, or Enrolled Agent credential required.
  • Eight or more years of experience reviewing tax returns and planning for wealthy individuals, families, trusts, investment entities, and private businesses.
  • Strong knowledge of personal, trust, estate and gift, charitable, partnership, corporate, and SALT/franchise taxation for multi-state filers.
  • Ability to lead and supervise others, deliver high-quality client service, and complete projects on time.
  • U.S. work eligibility without sponsorship is highly preferred.

Nice to have

  • Two or more years of supervisory experience mentoring and counseling associates.
  • Master’s or other advanced degree.

Culture & Benefits

  • Professional development through firm-wide learning and development programs.
  • Support for continuous technical learning and career development.
  • Comprehensive compensation and benefits package for eligible employees.
  • Client service and team development guided by the hirify.global Care and Teach philosophy.

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