Tax Senior Manager High Net Worth
Core
Managing high net worth client tax compliance, planning, and wealth management goals including federal, state, and foreign returns.
Role type
Senior Tax Manager (High Net Worth)
Builds
Tax returns, client memorandums, and estate planning strategies for individuals, trusts, and corporations.
Domain
Tax compliance and estate planning for high net worth individuals and entities.
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance, estate planning, fiduciary tax planning, team supervision, project ownership, financial projections, billing management, regulatory research.
Preferred skills
Public accounting experience, routine accounting assistance.
Technologies
Tax software, billing systems, document drafting tools.
Responsibilities
Manage client and advisory teams to optimize wealth management goals; review and sign tax returns for accuracy and identify tax saving opportunities; involve in estate planning and wealth transfer projects; supervise and train staff and interns; ensure all client delivery and statutory filing deadlines are met.
Seniority
Senior, hands-on IC with leadership responsibilities.