Senior Tax Manager - HNW

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Job details: 5/5 Star Rated Company! This Jobot Job is hosted by:
Albert Simons. Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary: $120,000 - $160,000 per year.

A bit about us:
Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you ll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.

As part of our tight-knit, rapidly growing team, you ll have a direct hand in shaping the team s culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.

Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it s a chance to build your future in a firm that s scaling fast and taking its people along for the ride.

• Flexible hybrid schedules
• Paid time off
• Excellent health benefits
• Recognized by a best place to work over 10 times

As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include:

• Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
• Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
• Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
• Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
• Reviewing and interpreting legal documents related to estate planning and business succession.
• Conducting technical research on individual, trust, and estate tax compliance and planning matters.
• Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
• Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
• Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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