Tax Manager- High Net Worth
Core
Manage tax planning, returns, and audits for high net worth individuals, trusts, and foundations while optimizing wealth management goals.
Role type
Senior IC tax manager (high net worth)
Builds
Tax returns, estate planning solutions, and advisory services for wealthy clients
Domain
Professional services / Tax / Wealth management
Deliverable
client delivery
Required skills
High net worth tax planning, fiduciary and estate tax compliance, audit management, engagement management, team supervision, proposal development
Preferred skills
Experience with S-corporations, C-corporations, partnerships, LLCs, private foundations
Technologies
CCH Axcess
Responsibilities
Manage and review federal, foreign, state, and local tax returns; participate in estate planning and wealth transfer projects; supervise associates on engagements; contribute to business expansion via proposals and sales calls; serve as primary engagement manager for billing and collections
Seniority
Senior, hands-on IC