Senior Tax Associate

VG CPA PC is a nationally recognized Tax, Advisory & Assurance firm serving high‑net‑worth families, medical practices, government contractors, and multi‑entity business owners. We deliver premium, white‑glove advisory services with a strong emphasis on tax strategy, wealth preservation, compliance excellence, and proactive client communication. We are expanding our Private Client Services practice and seeking a Senior Manager – High Net Worth Tax & Advisory to lead complex engagements for affluent individuals, business owners, executives, and family offices. High‑Net‑Worth Tax Advisory Lead tax planning and compliance for HNW individuals, business owners, executives, and family offices. Develop advanced tax strategies involving multi‑entity structures, real estate, investments, equity compensation, and pass‑through entities. Advise on trust taxation, estate planning coordination, gifting strategies, and generational wealth transfer. Provide proactive tax projections, scenario modeling, and strategic recommendations. Client Relationship Management Serve as the primary advisor for a portfolio of HNW clients. Deliver white‑glove communication, timely updates, and strategic guidance. Build long‑term relationships based on trust, discretion, and technical excellence. Coordinate with attorneys, wealth managers, and financial advisors as needed. Technical Expertise & Review Review complex individual, partnership, S‑corporation, C‑corporation, and fiduciary tax returns. Oversee multi‑state filings, investment reporting, K‑1s, and consolidated structures. Ensure compliance with federal, state, and local tax laws. Maintain high technical accuracy and adherence to firm quality standards. Leadership & Team Development Mentor and guide staff and senior associates. Provide technical training on HNW tax topics. Support workflow planning, review cycles, and deadline management. Contribute to firm growth through process improvement and client expansion. Qualifications Required Active CPA license 7+ years of progressive tax experience Strong experience with high‑net‑worth individuals , business owners, executives, or family offices Expertise in complex individual taxation , multi‑entity structures, and investment reporting Strong review skills and ability to manage multiple engagements Exceptional communication and client‑facing skills Ability to work independently and deliver strategic guidance Preferred Experience with Private Client Services (PCS) at a Big 4 or national firm Knowledge of trust taxation, estate planning, and wealth transfer strategies Experience advising medical practices, government contractors, or multi‑entity businesses Experience managing staff or leading tax teamsStrong understanding of tax planning for equity compensation, RSUs, stock options, and carried interest #J-18808-Ljbffr VG CPA PC- National Tax, Advisory & Assurance Experts for High‑Stakes Clients