Senior Manager / Principal - High Net Worth Individuals
Our client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area.
In this role, you’ll oversee strategy and compliance for complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts, estates, and gift tax filings.
Location: REMOTEFull time, direct hire
Salary: $150-250k+ depending on manager/principal level Responsibilities:
- Provide exceptional customer service to high-net-worth (HNW) individuals, multi-generational families, trusts, estates, etc.
- Consult and offer comprehensive tax planning to meet client goals; ensuring clients are making well informed financial decisions.
- Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
- Ensure tax strategies are compliant while reducing liabilities and optimizing financial outcomes
- Represent clients in federal and state tax audits
- Grow and lead a successful team of tax professionals and staff accountants
Requirements:
- 8-10+ years’ experience in public accounting
- Demonstrated expertise with high net worth and relaxed entity taxation
- Experience managing teams and workflows
- CPA
- Bachelor's in accounting; Master’s in Taxation a plus
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