Tax Manager - HNW/UHNW
Benaiah Consulting Group. LLC
Job Description
Job Description
Tax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus)
Fully Remote (U.S.) | Travel to NE US 3-4X Per Year
If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane.
Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.
They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out.
A Different Culture - A Different Mindset
• Remote-first: Work from where you do your best work.
• Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments.
• Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning.
• Culture matters: Flexibility, trust, and sustainability are not slogans here.
What Will Your Day Look Like?
Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients
• Review and manage complex Forms 1040 and related filings, including multi-state returns.
• Handle Schedule C, E, and F activities.
• Work with pass-through entity K-1s (partnerships, S corps, trusts).
• Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A.
• Coordinate trust and estate income tax matters including Forms 1041.
Deliver proactive planning that clients feel
• Identify and resolve complex issues tied to investment income, private equity, and hedge funds.
• Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds.
• Navigate AMT, NIIT, and SALT considerations.
• Stay current on tax law changes and translate them into clear action steps.
Be the trusted point of contact
• Own client relationships with HNW individuals and family groups.
• Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales).
• Coordinate with wealth managers, attorneys, and family office stakeholders.
Lead a team like a real leader
• Manage budgets, deadlines, workflow, and quality across multiple engagements.
• Review work with clarity and kindness.
• Mentor seniors and staff on technical skills and client communication.
• Improve processes and drive efficiencies.
What will success look like?
• Clients feel supported, informed, and confident.
• Returns are timely, accurate, and thoughtfully reviewed.
• Staff feel coached and developed, not just reviewed.
• Planning opportunities are identified proactively.
What you bring:
• CPA required. Client will consider an EA or JD
• 6 to 10+ years in public accounting with a strong HNW individual tax focus
• Deep expertise in complex individual tax matters and strong review skills
• Experience mentoring teams and managing competing deadlines
• Strong ability to explain complex topics to non-technical clients
Nice to have:
• Trust, estate, and gift exposure
• Private equity, hedge funds, or alternative investment exposure
• Familiarity with CCH Axcess or similar platforms
If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.
$220k
...focused CPA firm seeking to hire a Senior Tax Manager as its Dallas practice continues to scale... ...Experience working with individuals (HNW preferred) and businesses Strong background... ...independently Bonus Points: Experience with HNW/UHNW clients, trusts and estates, or advanced...High net worth- ...Job Description Job Description Tax Manager – High Net Worth & Family Office Advisory Location: Hybrid or Remote... ...accounting and advisory firm serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family offices, and closely held businesses...High net worthWork at officeRemote workFlexible hours
Veritas Group Inc
Dallas, TX8 days ago $110k - $140k
...Description Job Description RARE OPPORTUNITY: 100% REMOTE TAX MANAGER (REVIEW, PLANNING, ADVISORY ONLY) Let’s be honest, most Tax Manager... ...SEAT You will: Review complex business tax returns and HNW/UHNW individual returns for accuracy and quality Review tax...High net worthRemote workBenaiah Consulting Group. LLC
Dallas, TX19 days ago- ...Job Description Job Description Tax Manager Tax Manager Position Overview We are seeking an experienced Tax Manager to lead tax... ...planning and structuring advice for high net worth individuals (HNW/HNWI) and families, including estate, gift and fiduciary...High net worthOngoing contractFull timeLocal areaRemote workRelocation
CyberCoders Careers
Dallas, TX2 days ago $150k - $200k
...Ferry has partnered with our client on their search for a Senior Tax Manager - Private Equity & High-Net-Worth Clients (Partnership Track).... ...Partner Team Scope : Senior-level leadership role overseeing HNW tax compliance and consulting engagements; no business development...High net worthWork at officeRemote workMonday to FridayFlexible hours$109.46k - $207.53k
A leading advisory firm is seeking an International Tax Manager focused on high-net-worth clients. The role requires expertise in international tax compliance and cross-border transactions, along with strong leadership skills. This position offers the chance to work in...High net worth$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: As one of Virginia's growing and most respected accounting...High net worthPart timeLocal areaRemote workFlexible hoursJobot
Dallas, TX1 day ago$109.46k - $207.53k
# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...an incredible career opportunity for an **International Tax Manager- HNW focused** to join our growing International Tax practice! **Must...High net worthWork at officeLocal areaWorldwide- ...planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in... ...offers a collaborative work culture and focuses on achieving client goals aligned with wealth management. #J-18808-Ljbffr Bank of AmericaHigh net worth
- A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients, supervising associates, and ensuring compliance with tax regulations. Ideal candidates will...High net worth
- A leading tax and advisory firm in Dallas is seeking a Tax Senior Manager for their Private Client Services. The role requires management of tax compliance for high-net-worth clients, with responsibilities including engaging with clients, reviewing complex tax documents...High net worth
- ...Full-Time, On-Site Position Title: Tax Manager Location: Irving or Flower Mound, TX Our client is a well-established, full-service firm with over four decades of history serving high-net-worth individuals, entrepreneurs, and closely held businesses across a...High net worthFull timeFor contractors
The Agency
Irving, TX6 hours ago $140.2k - $187.28k
...Tax Senior Manager Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior...High net worthLocal areaBaker Tilly
Dallas, TX4 days ago- A financial advisory firm based in Dallas is seeking a Senior Tax Advisor to support ultra-high-net-worth families and businesses. This role involves advising on tax matters, collaborating with internal and external teams, and ensuring compliance with federal and state...High net worthWork at office
- ...Tax Senior Manager Our client, a well-established and respected accounting and advisory firm in Dallas, Texas, is seeking a Tax Senior Manager to join their growing team. The Senior Tax Manager is a key leadership role responsible for overseeing complex tax engagements...High net worthWork at officeLocal areaMonday to Friday
CultivaHR
Dallas, TX4 days ago $90 - $120 per hour
EY is looking for a Seasonal Tax Manager to join their Private Client Services team. This role entails reviewing complex tax returns, providing tax planning, and ensuring compliance for high-net-worth individuals and entities. Candidates should have a relevant bachelor'...High net worthRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to join their Private Client Services team. This role involves reviewing complex tax returns and providing tax planning for high-net-worth clients. You will work remotely from anywhere in the United States...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This role focuses on serving privately held companies and their owners and families—from family‑owned businesses to private equity...High net worthHourly paySeasonal workRemote work$98.35k - $223.99k
...Tax Delivery Manager Are you a delivery-focused tax leader who thrives on running high-volume, deadline-driven global mobility compliance?... ...delivery for a portfolio of global mobility/High Net Worth (HNW) compliance engagements (plan through post-filing). Drive workflow...High net worthWork at office2 days per week3 days per week$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...High net worthFlexible hoursWeaver
Dallas, TX3 days ago- ...Job Description Job Description The Senior Tax Manager is a key leadership role responsible for overseeing complex tax engagements, managing client relationships, mentoring staff, and supporting firm growth initiatives. This role requires deep technical tax expertise...High net worthFull timeTemporary workWork at officeLocal areaMonday to Friday
Garza Cummings Blocher
Dallas, TX6 days ago $120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...High net worthHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies...High net worthHourly paySeasonal workRemote workFlexible hours- ...Senior Tax Manager The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties: Performs tax planning, preparation and research for pass through entities...High net worthWork at office
- ...Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: Irving, TX (Hybrid) if local, or remote if located near Dallas or Texas Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained...High net worthFull timeLocal areaRemote work
Harrison Gray Search and Consulting LLC
Irving, TX19 days ago - A nationally recognized public accounting firm is looking for a Senior Tax Manager to oversee client engagements related to private equity and high-net-worth individuals. This role requires a solid background in partnership taxation, at least 8 years experience in public...High net worth
- ...Job Description Job Description We are a 25-person CPA firm that is looking to add a Tax Manager to their team. This is a hybrid role offering flexibility while still maintaining in-office collaboration a few days per week. Serve a diverse client base including closely...High net worthWork at officeFlexible hours
Solid Rock Recruiting LLC
Dallas, TX12 days ago - ...UHNW Wealth Advisor, Senior Manager Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized by shaping client engagement strategies, coaching through complexity, and influencing how a wealth management business evolves...High net worthWork at officeRelocation package
Vanguard Services Inc
Dallas, TX3 days ago - Stonepath is seeking a Senior Tax Manager in Dallas, TX, to join their advisory-focused CPA firm. In this role, you'll engage with high-net-worth clients, manage compliance, and provide strategic tax planning services. Ideal candidates have 7-10 years of public accounting...High net worth
- ...Tax Senior / Tax Manager Location: Las Colinas, Irving, TX (Toyota Music Factory Area) Schedule: Hybrid Monday & Tuesday onsite | WednesdayFriday remote Employment Type: Full-Time About the Firm Our client is a highly respected public accounting firm with nearly...High net worthFull timeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - HNW/UHNW. Be the first to apply!
- senior tax director Dallas, TX
- hedge fund private equity tax manager Dallas, TX
- tax manager public accounting Dallas, TX
- remote tax manager Dallas, TX
- senior international tax manager Dallas, TX
- transfer pricing tax manager Dallas, TX
- tax director Dallas, TX
- tax manager Dallas, TX
- sr tax manager Dallas, TX
- indirect tax manager Dallas, TX