HNW Tax Manager/Senior Manager

This Jobot Job is hosted by: Lauren Mills
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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 experience
Comprehensive benefits package (medical, dental, vision, 401(k) with match)
Generous paid time off and firm holidays
Continuing education support and CPA license reimbursement
Clear path to Senior Manager and Partner-track opportunities
Collaborative, team-oriented culture with direct partner access
Flexible/hybrid work arrangements

Job Details

Key Responsibilities
Manage and review complex individual, corporate, partnership, trust, and estate tax returns
Develop and implement tax planning strategies for a diverse portfolio of clients
Serve as the primary point of contact for assigned clients, building and maintaining strong relationships
Research and resolve complex tax issues, staying current on federal, state, and local tax law changes
Supervise, train, and mentor tax staff and senior associates; provide performance feedback
Manage engagement budgets, timelines, and staffing to ensure efficient workflow
Identify opportunities for additional client services and support business development efforts
Liaise with tax authorities on notices, audits, and inquiries as needed
Collaborate with partners and other department leaders on firm initiatives

Qualifications
Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plus
CPA license required (active and in good standing)
Minimum 5–7 years of progressive tax experience in public accounting
Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation
Prior experience managing client relationships and supervising staff
Proficiency with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, or similar)
Excellent communication, organizational, and leadership skills
Ability to manage multiple engagements and deadlines simultaneously

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

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