Tax Manager - HNW, Trusts & Estates

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Job details hosted by Albert Simons

Salary: $130,000 - $160,000 per year

We recently earned the Best of Accounting award from Clearly Rated with 4.9 out of 5 stars!

A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in the US and around the world. Our range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more.

While our company has evolved over the years to stay on the forefront of the many industries we serve, our mission has remained constant: to help each client create, grow and protect value―while delivering exceptional service, based on integrity, expertise, and a constant commitment to your success.

• 100% Permanently Remote w/ room for growth
• Excellent culture and work-life balance
• Great benefits, 401(k), PTO
• Health & Wellness stipend
• Home office stipend
• Flex scheduling, permanently remote career with room to grow
• Unlimited PTO
• Dynamic environment unlike any other CPA firm in the country
• Growth and professional development!!

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW/UHNW clients. This is a full-time position with competitive compensation and benefits.

• Provide tax planning and compliance services to high net worth and ultra-high net worth clients
• Review tax returns and work papers prepared by staff and senior associates
• Manage client relationships and ensure excellent customer service
• Develop and mentor staff and senior associates
• Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
• Assist with business development and marketing efforts

• Bachelor's degree in accounting or related field
• CPA
• 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
• Strong technical skills in tax planning, compliance, and research
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring skills

If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

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