High Net Worth Senior Tax Manager
Core
Provide advanced individual income tax planning and compliance support for high-net-worth and ultra-high-net-worth clients, including reviewing and signing federal and state income tax returns.
Role type
Senior Tax Manager (High Net Worth)
Builds
In-house tax preparation and planning service lines for a holistic wealth planning environment
Domain
Wealth Management / Tax Law
Required skills
Advanced high-net-worth individual income tax planning, Business/pass-through taxation, Fiduciary/trust taxation, Federal and state tax law application, Tax return review and signing, Complex client consultation, Estate planning integration, Tax projections evaluation
Preferred skills
MST, JD, or LL.M. degree, CCH Axcess Tax software experience, Process improvement, AI technology integration, Mentoring tax professionals
Technologies
CCH Axcess Tax
Responsibilities
Manage and review complex federal and state income tax returns for HNW/UHNW clients; Provide advanced tax planning consultation for HNW individuals, executives, and trustees; Collaborate with financial, legal, and tax professionals to integrate tax strategies into broader wealth planning; Analyze client tax circumstances to develop practical recommendations; Support quality control and risk management standards for the tax service line.
Seniority
Senior, hands-on IC with mentorship responsibilities
