Tax Manager, Public Accounting & High-Net-Worth Clients
Overview
The Tax Manager will own tax strategy for high-net-worth individuals, families, and closely held businesses across international clients at a growing public accounting firm with scale to support complex engagements. Lead tax planning, compliance, and consulting for estate, gift, and trust matters while mentoring staff. Collaborate with partners to deliver high-quality service and build long-term client relationships. This role offers exposure to diverse industries, leadership responsibilities, and a path to advance within a recognized firm.
What You'll Do9
- 1Lead tax planning and compliance for high-net-worth individuals and families to optimize outcomes
- 2Guide estate, gift, and trust matters with cross-border considerations for international clients
- 3Manage and review complex return work and ensure timely delivery across multiple engagements
- 4Mentor and develop junior staff, delegating work and ensuring quality across teams
- 5Collaborate with partners on client strategy, risk management, and advisory services
- 6Build and maintain strong client relationships through proactive communication and solid project management
- 7Drive process improvements and leverage technology to streamline tax workflows
- 8Present technical tax concepts clearly to clients and internal teams
- 9Oversee engagement economics, budgeting, and profitability on client files
Requirements5
- 1Active CPA certification
- 2Minimum of 7 years in tax within a public accounting firm
- 3Experience advising high-net-worth individuals, families, and closely held businesses
- 4Strong exposure to personal income tax, estate, gift, and trust tax matters
- 5Estate tax planning and family-limited partnerships
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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