High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates)
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Overview
Remote
On-site
Compensation
$120,000-$160,000/year
Job Description
Position Summary: We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning. Key Responsibilities:
- Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns
- Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies
- Lead client engagements from planning through delivery, ensuring high-quality service and compliance
- Provide oversight, mentoring, and technical training to tax staff and seniors
- Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies
- Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals
- Identify planning opportunities and contribute to business development activities
- Maintain strong client relationships and serve as the go-to tax resource
Basic Qualifications:
- CPA required; MST, JD, or LLM in Taxation strongly preferred
- Minimum 5 7 years of public accounting experience, with a focus on HNWIs, estates, and trusts
- In-depth knowledge of federal and state fiduciary and estate tax laws
- Excellent communication skills with the ability to convey complex tax concepts to clients
- Proven leadership and client management abilities
- Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)
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FAQs About High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates) Jobs at Macpower Digital Assets Edge Private Limited
What is the work location for this position at Macpower Digital Assets Edge Private Limited?
This job at Macpower Digital Assets Edge Private Limited is located in Houston, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Macpower Digital Assets Edge Private Limited?
Candidates can expect a pay range of $120,000 and $160,000 per year.
What employment applies to this position at Macpower Digital Assets Edge Private Limited?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Macpower Digital Assets Edge Private Limited?
You can apply for this role at Macpower Digital Assets Edge Private Limited either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.