Tax Senior - High Net Worth

Tax Senior - High Net Worth - Remote

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.

The Tax Manager High Net Worth plays a central role in CRI's expanding HNW initiative, serving as the strategic gateway between wealth advisors and firm practice offices. This role blends deep HNW tax expertise with evaluation, coordination, and client-experience leadership, ensuring each referral is placed with the right team and handled with concierge-level care. This is a unique opportunity for an experienced practitioner seeking high-impact work outside the traditional busy-season production grind.

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.