HNW Tax Manager/Senior Manager

This Jobot Job is hosted by: Lauren MillsAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $120,000 - $220,000 per year

A bit about us:

We are a well-established public accounting firm known for delivering high-quality tax, audit, and advisory services to a diverse client base of closely held businesses, high-net-worth individuals, and family offices. We pride ourselves on a collaborative culture, technical excellence, and long-term client relationships.

We are seeking an experienced HNW Tax Manager/Senior Manager to join our growing tax practice. This individual will oversee tax compliance and planning engagements, manage client relationships, and mentor a team of staff and senior associates. The ideal candidate is a proactive, detail-oriented professional who thrives in a fast-paced, client-focused environment.

Why join us?

Competitive salary commensurate with experienceComprehensive benefits package (medical, dental, vision, 401(k) with match)Generous paid time off and firm holidaysContinuing education support and CPA license reimbursementClear path to Senior Manager and Partner-track opportunitiesCollaborative, team-oriented culture with direct partner accessFlexible/hybrid work arrangements

Job Details

Key ResponsibilitiesManage and review complex individual, corporate, partnership, trust, and estate tax returnsDevelop and implement tax planning strategies for a diverse portfolio of clientsServe as the primary point of contact for assigned clients, building and maintaining strong relationshipsResearch and resolve complex tax issues, staying current on federal, state, and local tax law changesSupervise, train, and mentor tax staff and senior associates; provide performance feedbackManage engagement budgets, timelines, and staffing to ensure efficient workflowIdentify opportunities for additional client services and support business development effortsLiaise with tax authorities on notices, audits, and inquiries as neededCollaborate with partners and other department leaders on firm initiatives

QualificationsBachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plusCPA license required (active and in good standing)Minimum 5–7 years of progressive tax experience in public accountingStrong technical knowledge of individual, corporate, partnership, and fiduciary taxationPrior experience managing client relationships and supervising staffProficiency with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, or similar)Excellent communication, organizational, and leadership skillsAbility to manage multiple engagements and deadlines simultaneously

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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