Tax Senior Manager High Net Worth
Core
Managing high net worth client tax compliance, planning, and wealth management goals including federal, foreign, state, and local returns.
Role type
Senior Manager, Tax Compliance & Planning
Builds
Tax returns, client memorandums, and estate planning strategies for high net worth individuals and entities.
Domain
Professional Services / Tax / Wealth Management
Required skills
Tax compliance, Estate planning, Wealth transfer planning, High net worth client management, Team supervision, Tax research, Regulatory filing
Preferred skills
Public accounting experience, S-corporation/C-corporation/LLC/Trust/Private foundation expertise, Fiduciary tax knowledge
Technologies
Tax software, Accounting systems
Responsibilities
Manage client and advisory team to optimize wealth management goals; Review and sign tax returns for accuracy and identify tax saving opportunities; Lead estate planning and wealth transfer projects; Supervise and train staff and interns; Ensure all client delivery and statutory filing deadlines are met.
Seniority
Senior Manager, hands-on leadership
