Senior Tax Manager

New

Skills

CCH Axcess Estate Tax Law Family Office Management Gift Tax Law Grantor Trust Rules MS Office Private Foundation Expertise Public Accounting Tax Planning Trust Tax Law

We are seeking a highly experienced Senior Tax Manager to lead complex tax engagements for high net worth clients. This role involves planning, managing, reviewing, and completing tax engagements while providing guidance on sophisticated tax planning strategies.

Key Responsibilities
  • Lead complex tax engagements for high net worth clients.
  • Plan, manage, review, and complete tax engagements.
  • Guide teams and advise on sophisticated tax planning.
  • Grow the firm’s high net worth practice.
  • Partner with clients and staff to deliver exceptional service.
Required Skills & Qualifications
  • Bachelor’s/Master’s in Accounting; CPA required.
  • 8+ years of public accounting experience focused on high net worth tax.
  • Expertise in estate, gift, and trust tax law.
  • Knowledge of IRC 671-679 Grantor Trust rules.
  • Experience with family offices and private foundations.
  • Proficient in CCH Axcess and MS Office.
  • Strong client management and leadership skills.
  • Ability to supervise, train, and review staff.
  • Training, mentoring, and staff development experience.
  • Commitment to an inclusion-focused, relationship-driven culture.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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