High Net Worth Senior Tax Manager

Our wealth management practice was born of a need shared with us by many individual clients in our accounting practice over the last 25 years. With a deep understanding of financial markets, portfolio construction, and advanced planning strategies, we allow our experience and client needs to drive our work and partnerships.

Work like balance and flexibility is offered throughout the year ( even during busy season) ( 50-55-hour weeks during busy season)
Unlimited PTO
Maternity and Paternity leave
Above market Benefits-(employer paid) Health/Dental/Vision, 401K
3% Safe harbor 401K contribution
Yearly bonus
Profit sharing
Growth and development potential to partner encouraged

Senior Tax Managers operate as leaders . They lead engagements, develop recommendations, and provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth realm.

Bachelor’s degree in Accounting, Finance or other relevant discipline
6+ years of tax experience in public accounting
CPA
Expertise in private client management; particularly estate, gift & trust tax
UHNW & investment partnership experience