Senior Tax Manager

Senior Tax Manager

A seasoned tax professional with 7+ years of public accounting experience serving high-net-worth individuals, family partnerships, trusts, and estates. Lead complex tax, gift, and estate planning engagements while overseeing compliance, developing staff, managing client relationships, and supporting business growth. Full-time leadership opportunity available immediately. Hybrid role within a confidential firm location. To drive strategic tax planning for HNW clients, mentor future leaders, and contribute to the continued expansion of a specialized Family Wealth Services practice. Collaborative, inclusive, and focused on professional development and long-term leadership growth. Competitive and commensurate with experience.

The Senior Tax Manager in the High Net Worth / Family Wealth Services practice consults on sophisticated gift and estate planning matters while overseeing tax compliance for high-net-worth individuals, trusts, and family partnerships. This role involves technical review, quarterly and year-end planning, team leadership, engagement oversight, business development, and providing solutions to complex tax issues. The firm views this role as a key future leadership position.

Key Responsibilities:

• Provide tax, gift, and estate planning and compliance services to individuals and related trusts.
• Expand expertise in individual, gift, trust, and estate planning and maintain strong professional development.
• Build trusted advisor relationships with clients through exceptional service and communication.
• Identify technical tax issues and propose innovative solutions.
• Manage client engagements to achieve high-quality, efficient outcomes.
• Develop and grow a strong professional network to support business development.
• Set and achieve business development goals for yourself and the team.
• Recruit, motivate, and develop team members.
• Foster collaboration, engagement, inclusion, and accountability within the team.
• Promote organizational values and lead teams with integrity.
• Establish and achieve stretch goals that increase impact and organizational value.

Qualifications:

• Bachelor's degree in Accounting, Finance, or Law; Master's in Tax/LLM preferred.
• 7+ years of recent public accounting experience with individuals, trusts, estates, and partnerships.
• CPA certification required.
• Proven leadership and project/team management experience.
• Excellent communication and networking skills.
• Strong ability to manage and grow client relationships.
• Experience with tax software and technology tools.

If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.