Tax Manager - High Net Worth
Staff Financial Group
Tax Manager – High Net Worth
An experienced tax professional with 5+ years of ultra-high-net-worth public accounting experience and a CPA, JD, or EA designation. Reviews, evaluates, and routes incoming high-net-worth referrals while providing technical expertise, client coordination, and strategic oversight within a centralized tax team. Full-time role available immediately. Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN. To help build a new strategic, firmwide HNW program by serving as the liaison between wealth advisors and CRI's tax teams, ensuring smooth client onboarding and exceptional service delivery. A collaborative, corporate team environment focused on strategy, communication, precision, and high-touch client experience. Competitive and commensurate with high-net-worth specialization and leadership experience.
Key Responsibilities:
- Review and evaluate incoming HNW client referrals to assess complexity, timing, and service needs.
- Determine appropriate partner or office placement and facilitate seamless handoffs.
- In select cases, manage HNW engagements directly within the corporate team.
- Serve as the relationship liaison between wealth advisors, firm leadership, and nationwide offices.
- Provide final technical review of 1041 trust and estate income tax returns.
- Research complex tax issues and provide strategic recommendations.
- Oversee planning, organizing, and coordinating client interactions and timelines.
- Communicate directly with clients to ensure exceptional service and alignment with their best interests.
- Direct and support team members by establishing objectives, managing workloads, and fostering a high-quality work environment.
- Monitor the quality of deliverables and evaluate team performance.
- Manage billing, collections, WIP monitoring, aging, and write-downs.
Qualifications:
- CPA, JD, or EA required.
- 5+ years of public accounting experience focused on ultra-high-net-worth individuals.
- Strong communication and relationship-management abilities.
- Proven ability to work effectively in a fully remote team environment.
Vacancy posted 3 days ago
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