Senior Tax Manager - HNW & FW

Senior Tax Manager

• Deliver high-level tax compliance and strategic consulting for high-net-worth individuals, families, trusts, and estates, including sophisticated estate, gift, and generation-skipping transfer planning.
• Serve as the primary trusted advisor to a defined client portfolio, building deep, lasting relationships that drive retention and organic growth.
• Review and sign off on complex returns and planning memos prepared by senior associates and managers, ensuring technical accuracy and timely delivery.
• Lead engagement lifecycles end-to-end scoping, budgeting, staffing, and quality control across multiple concurrent client matters.
• Mentor and develop tax staff through regular feedback, structured reviews, and hands-on coaching that builds the next generation of firm leaders.
• Expand the firms HNW practice by cultivating referral sources, attending professional and civic events, and identifying cross-service opportunities.
• Collaborate with partners across tax, assurance, and advisory to deliver integrated solutions to complex family wealth situations.

• Active CPA license.
• 7 plus years of public accounting experience with a focus on high-net-worth individuals, trusts, estates, and partnerships.
• Demonstrated ability to manage multiple complex engagements simultaneously and supervise multidisciplinary teams.
• Strong client-facing communication skills and a track record of relationship-based business development.
• Proficiency with professional tax software e.g., CCH Axcess, Thomson Reuters UltraTax, or equivalent.

• Masters in Taxation, JD, or LLM.
• Experience with family office structures, charitable planning, or closely held business succession.
• Prior experience presenting at professional associations or contributing to thought leadership.

• Paid time off plus firm holidays; paid winter closure between Christmas and New Year
• Hybrid and flexible work arrangements
• Up to 16 weeks of paid parental or adoption leave; dedicated caregiver leave
• Premium medical, dental, and vision coverage
• Mental health counseling and wellness coaching
• One-on-one professional coaching and structured leadership development
• Access to internal enrichment and professional expansion programs

Benefits

Vacation/PTO
 

Medical
 

Dental
 

Vision
 

401k
 

Bonus
 

Relocation
 

Telecommute
 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by Cy