High Net Worth Senior Tax Manager
Core
Senior tax professional providing advanced individual income tax planning and compliance for high-net-worth and ultra-high-net-worth clients, including review and signing of federal and state returns.
Role type
Senior IC tax manager (HNW/UHNW)
Builds
In-house tax preparation and planning service lines for a holistic wealth planning environment
Domain
Wealth management / High-net-worth tax planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced HNW 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, Tax research, Strategic tax planning integration
Preferred skills
Estate planning, Business succession planning, Investment and insurance concepts, Process improvement, AI technology integration, Mentoring tax professionals, CCH Axcess Tax software
Technologies
CCH Axcess Tax
Responsibilities
Manage and review complex federal and state income tax returns for HNW/UHNW clients; Evaluate tax projections and identify planning opportunities; Provide advanced tax planning consultation for executives, business owners, and trustees; Collaborate with financial, legal, and investment professionals to integrate tax strategies; Analyze client circumstances to develop practical recommendations; Communicate complex tax concepts to advisors and clients; Support quality control and risk management standards.
Seniority
Senior, hands-on IC with mentorship responsibilities