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Tax Manager

Brewer Morris

Schedule: Hybrid (3 Days In-Office / 2 Days Remote) A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide. This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments. What You'll Be Doing Review and sign complex individual, trust, and fiduciary tax returns Advise high-net-worth and ultra-high-net-worth clients on tax matters Review Forms 1040 and 1041 and provide guidance to staff and seniors Work with partnerships, S corporations, trusts, estates, and other pass-through entities Collaborate with clients and internal teams to deliver a high level of service Mentor and develop junior tax professionals Qualifications 5-7+ years of public accounting tax experience Strong experience with Forms 1040 and 1041 Experience reviewing tax returns Sign-off authority preferred for manager-level candidates Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus CPA preferred Compensation Review and sign-off experience required Why Consider This Opportunity? If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds. No billable hour requirements Busy season typically averages 45-50 hours per week Busy season is approximately one month shorter than most public accounting firms Generally, 40-hour work weeks outside of busy season Strong emphasis on work-life balance and employee well-being Opportunity to work with sophisticated HNW and UHNW clients Growing organization with strong long-term career growth potential #J-18808-Ljbffr

Vacancy posted 4 days ago
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