Tax Manager

Tax Manager / Senior Manager (High Net Worth/Ultra High Net Worth
1040 Focus)

Fully Remote (U.S.) | Travel to NE US 3-4X Per Year

If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane.

Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.

They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure‑cooker expectations that burn good people out.

• Remote-first: Work from where you do your best work.
• Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship‑building and key moments.
• Growth runway:
  This is a strategic hire tied to continued growth in HNW 1040 work and related planning.
• Culture matters: Flexibility, trust, and sustainability are not slogans here.

• Review and manage complex Forms 1040 and related filings, including multi‑state returns.
• Handle Schedule C, E, and F activities.
• Work with pass‑through entity K‑1s (partnerships, S corps, trusts).
• Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520‑A.
• Coordinate trust and estate income tax matters including Forms 1041.

• Identify and resolve complex issues tied to investment income, private equity, and hedge funds.
• Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor‑advised funds.
• Navigate AMT, NIIT, and SALT considerations.
• Stay current on tax law changes and translate them into clear action steps.

• Own client relationships with HNW individuals and family groups.
• Lead year‑end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales).
• Coordinate with wealth managers, attorneys, and family office stakeholders.

• Manage budgets, deadlines, workflow, and quality across multiple engagements.
• Review work with clarity and kindness.
• Mentor seniors and staff on technical skills and client communication.
• Improve processes and drive efficiencies.

• Clients feel supported, informed, and confident.
• Returns are timely, accurate, and thoughtfully reviewed.
• Staff feel coached and developed, not just reviewed.
• Planning opportunities are identified proactively.

• CPA required. Client will consider an EA or JD.
• 6 to 10+ years in public accounting with a strong HNW individual tax focus.
• Deep expertise in complex individual tax matters and strong review skills.
• Experience mentoring teams and managing competing deadlines.
• Strong ability to explain complex topics to non‑technical clients.

• Trust, estate, and gift exposure.
• Familiarity with CCH Axcess or similar platforms.

If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.