Overview In this Manager role, you guide high net worth client engagements on sophisticated tax planning and compliance. You'll lead tax strategy and multi-state filings, acting as a trusted advisor to individuals and families with complex needs. You'll mentor junior professionals, uphold high-quality service, and collaborate cross-functionally to deliver a seamless client experience. This position offers meaningful impact through strategic tax solutions and a people-first culture.
Compensation / Benefits- comprehensive Total Rewards package
- time off beyond standard PTO
- annual discretionary merit increases and bonuses
- talent development resources
- growth opportunities
- inclusive culture
Responsibilities- Manage and review complex individual income tax returns (Form 1040) and multi-state filings for HNW individuals and families
- Review trust and estate filings (Form 1041) in relation to wealth planning
- Identify and implement tax planning opportunities across income, equity compensation, investments, and wealth preservation
- Serve as a technical resource on complex individual tax issues (multi-state taxation, coordination with related entities)
- Stay current on tax law changes to provide accurate, strategic advice
- Serve as a primary point of contact for HNW clients, delivering proactive, strategic guidance
- Build and maintain strong client relationships grounded in trust and responsiveness
- Partner with internal teams to ensure a seamless client experience and consistent communication
- Review work by senior and staff-level professionals, mentoring on complex issues
- Promote collaboration, innovation, and high standards of quality and accountability
- Support efficient engagement execution while maintaining accuracy and timely delivery
Key requirements- CPA license or progress toward CPA strongly preferred
- Bachelor's degree in Accounting or related field
- 5+ years of tax experience focused on high net worth taxation
- Experience managing and reviewing complex individual tax returns
- Ability to lead, mentor, and develop junior professionals
- Strong verbal and written communication, ability to explain complex tax concepts clearly
- Proactive, detail-oriented, adaptable in a fast-paced environment
- Proficiency in Outlook, Excel, Word, Adobe; familiarity with tax software
- client service orientation
- leadership and mentorship
- clear communication
- tax planning for high net worth individuals
- multi-state taxation
- trust and estate taxation
