Tax Manager – High Net Worth Practice

We are seeking an experienced and dynamic Tax Manager to help lead our High-Net-Worth Tax Practice. The ideal candidate will possess a strong background in tax planning and compliance, along with a proven track record of successfully managing client relationships within the high net worth segment. This role offers the opportunity to collaborate with a talented team of professionals and provide strategic guidance to affluent individuals and families in navigating complex tax landscapes.


  • Develop and implement tax planning strategies tailored to the unique needs and objectives of high-net-worth clients, including individuals, families, trusts, and closely held businesses.
  • Oversee the preparation and review of complex individual, corporate, estate, gift, and trust tax returns, ensuring accuracy and compliance with applicable regulations.
  • Provide proactive tax advice to clients on matters such as wealth transfer, charitable giving, investment structuring, and succession planning.
  • Conduct comprehensive tax research and analysis to stay abreast of changes in tax law and regulations impacting high net worth individuals and families.
  • Serve as the primary point of contact for clients, fostering strong relationships built on trust, integrity, and confidentiality.
  • Collaborate with internal teams, including wealth management, estate planning, to deliver integrated financial solutions that align with clients’ overall objectives.


  • Bachelor’s degree in accounting, finance, or related field; CPA certification preferred.
  • Minimum of 5 years of experience in tax planning and compliance, with a focus on serving high net worth clients.
  • Strong technical expertise in individual, estate, gift, and trust taxation, including familiarity with complex tax structures and strategies.
  • Proficiency in tax software applications (e.g., CCH Axcess) and Microsoft Excel.
  • Excellent communication skills, with the ability to articulate complex tax concepts in a clear and concise manner.
  • Exceptional client service orientation, with a commitment to exceeding client expectations and maintaining confidentiality.
  • Proven leadership abilities, including experience managing teams and fostering a collaborative work environment.
  • Detail-oriented approach with a focus on accuracy and quality in all deliverables


Please send resume to [email protected].

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