Overview In this role, you will lead high net-worth tax engagements for ultra high-net-worth clients within a growing regional CPA firm. You will work closely with cross-functional teams to deliver planning and compliance solutions that support client wealth strategies and firm growth. The position offers remote flexibility, a clear path toward partnership, and a strong focus on work-life balance and discretionary bonuses. You will shape tax approaches in multi-industry contexts and contribute to expanding services for sophisticated taxpayers.
Compensation / Benefits- remote flexibility
- discretionary bonus
- full medical/dental/vision/life
- 3% 401K match
- Unlimited PTO
- full coverage benefits
Responsibilities- lead tax engagements for HNWI/HNWI clients
- oversee tax planning and compliance processes
- mentor and supervise junior staff
- collaborate with cross-functional teams to address multi-industry tax issues
- support growth initiatives and client service quality
- maintain up-to-date knowledge of tax regulations affecting high-net-worth individuals
Key requirements- Active CPA or EA
- 7-10+ years in public accounting with CPA firm experience
- current role as Tax Manager at a CPA firm
- HNWI/Ultra HNWI experience
- Bachelor's degree in Accounting or related field
- strong communication and client-service orientation
- leadership and mentorship能力
- problem-solving and analytical thinking
- collaboration and teamwork
- time management and prioritization
- Lacerte and/or CCH Axcess experience
