A bit about us:

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us?

Remote
5% dollar for dollar matching on 401 K
10% annual bonus, annual raises 5+%
Great Benefits
Family Culture, not crazy hours due to being more of an advisory firm rather than pure Public accounting.
We've placed candidates who love this company!

Job Details

We are seeking a highly motivated and experienced Permanent Remote HNW/UHNW Senior Tax Manager to join our Finance industry team. The ideal candidate will have a proven track record of success in managing partnerships, high-end clientele, and senior tax management. This is a full-time remote position that offers competitive compensation and benefits.

Responsibilities:

  • Manage complex tax planning and compliance for high net worth and ultra-high net worth clients, including partnerships, individuals, and trusts
  • Provide strategic tax advice to clients and collaborate with other professionals, such as attorneys and financial advisors, to develop comprehensive wealth management plans
  • Develop and maintain strong relationships with clients and provide exceptional client service
  • Manage and mentor junior tax staff and provide guidance on technical tax issues
  • Stay up-to-date on tax laws and regulations and communicate changes to clients and team members
  • Participate in business development activities and contribute to the growth of the firm

Qualifications:

  • Bachelor's degree in Accounting or related field; Master’s degree preferred
  • CPA certification required
  • 3+ years of experience in tax planning and compliance for high net worth and/or ultra-high net worth clients
  • Strong technical knowledge of tax laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Strong project management and leadership skills
  • Experience managing and mentoring junior tax staff

If you are a self-starter with a passion for providing exceptional client service and a desire to work with a dynamic team of professionals, we encourage you to apply for this exciting opportunity.