Senior Tax Manager

A bit about us:

Boutique Firm with strong high net worth clients, forward thinking, digital processes, and partnership track due to one of the partners retiring.

Why join us?

Our client is a boutique firm managing relationships with high net worth individuals. This role will lead into partner, as on of the partners is retiring.

Job Details

Established boutique CPA firm with a longstanding reputation for serving high-net-worth individuals, families, trusts, estates, and closely held businesses is seeking an experienced Senior Tax Manager to join its leadership team. This is a unique opportunity for a seasoned tax professional looking to take ownership of complex client engagements while progressing toward a Partnership Track role.

The ideal candidate will bring deep technical expertise in high-net-worth individual taxation, trust and estate planning, and client advisory services, along with a desire to help shape the future growth of the firm.

Key Responsibilities
Review and prepare complex federal and multi-state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses
Develop sophisticated tax planning strategies and projections for clients
Lead IRS examinations, notices, and tax controversy matters
Serve as a trusted advisor and primary point of contact for key client relationships
Review corporate, partnership, and individual tax engagements as needed
Provide technical research and guidance on complex tax matters
Collaborate with firm leadership on strategic initiatives and practice development
Mentor and develop staff and senior-level team members

Qualifications
CPA license preferred
10+ years of public accounting tax experience
Strong expertise in high-net-worth individual, trust, and estate taxation reviewal experience
Experience reviewing complex Forms 1040, 1041, 1065, 1120, and 1120S
Advanced knowledge of federal and state tax laws and regulations
Proven ability to manage client relationships and deliver exceptional service
Strong analytical, communication, and problem-solving skills
Ability to work independently while contributing to a collaborative team environment

Base salary: $170,000 - $200,000, commensurate with experience
Clear Partnership Track opportunity for the right candidate
Hybrid schedule: 2 days in office, 3 days remote
401(k) with employer match
Medical, dental, and vision insurance
Paid time off, sick leave, and paid holidays
Professional development and continuing education support
Ideal Candidate

This role is well suited for a Tax Manager, Senior Tax Manager, or Tax Director who enjoys working directly with high-net-worth clients and sophisticated trust and estate matters and is seeking a long-term leadership opportunity with a pathway to firm ownership.

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