Tax Manager – High Net Worth

This is a fully remote position, open to applicants in Alabama, +5 more states.

📋 Description

• Collaborate closely with partners, staff, and high-net-worth clients.

• Oversee the planning, management, review, and completion of client engagements.

• Deliver proactive tax planning, savings strategies, and wealth preservation solutions for individuals, families, and closely held entities.

• Assist in business development initiatives and foster long-term client relationships.

• Act as a primary point of contact for assigned clients, providing a high-touch, advisory-focused experience.

• Administer and review intricate tax returns for high-net-worth individuals, closely held businesses, and trusts.

• Identify and evaluate tax issues, articulating relevant tax matters, authority applications, and conclusions clearly.

• Manage tax engagements from inception to completion, including planning, budgeting, fee monitoring, execution, and delivery.

• Ensure the timely and accurate filing of client tax returns, adhering to regulatory deadlines.

• Review the work of team members and offer constructive feedback to guarantee quality and precision.

⛳️ Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting.

• An active CPA license is required.

• A minimum of 5 years of progressive public accounting experience, particularly in high-net-worth tax planning, compliance, and consulting.

• In-depth understanding of estate, gift, and trust tax laws and their practical applications.

• Proficiency in IRC Sections 671-679 (Grantor Trust rules) and principles of estate tax law.

• Familiarity with family office services and private foundation frameworks.

• Demonstrated expertise in managing complex client engagements and delivering exceptional client service.

• Capability to develop effective tax planning strategies for clients.

• Proficiency in tax preparation software (e.g., CCH Axcess) and the Microsoft Office Suite.

• Experience in supervising, mentoring, and reviewing the work of staff and senior associates.

• Strong analytical abilities and attention to detail, including the capacity to interpret complex tax laws and regulations.

• Comprehensive knowledge of federal, state, and local tax regulations.

• Excellent project management and organizational skills, with the ability to juggle multiple engagements and deadlines concurrently.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous retirement plan and employer matching contributions.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and a supportive work environment.