HNW Tax Manager

Job Description

Job Description

HNW Tax Manager

-This is with a Public Accounting Firm and requires Public Accounting experience as well as an active CPA license- 

Job Title:  Tax Manager
Job Location: Hybrid
Job Salary: $145k-$170k (DOE)
Requirements: 5+ Years of Public Accounting Tax Experience

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HNW Tax Manager

Position Overview
We are seeking an experienced HNW Tax Manager to lead tax compliance and planning for high net worth individuals, families, and their related entities. This role involves managing client engagements from planning through filing, delivering strategic tax advice, ensuring high quality work product, and developing a team of tax professionals within a public accounting environment. The ideal candidate brings deep technical expertise, strong client service skills, and leadership experience.

Key Responsibilities

• Manage and execute tax compliance for high net worth individuals, families, trusts, estates, partnerships, and closely held businesses
• Oversee the preparation and review of individual, fiduciary, partnership, and corporate tax returns, including Forms 1040, 1041, 1120, and 1120S
• Lead tax planning initiatives focused on income tax minimization, estate and gift planning, charitable strategies, and wealth transfer planning
• Serve as the primary client contact for tax matters and provide proactive, trusted tax advice
• Review and approve workpapers, tax returns, and complex tax positions to ensure accuracy and compliance with firm and professional standards
• Supervise, mentor, and develop staff and senior associates through delegation, coaching, and performance feedback
• Coordinate with investment advisors, estate attorneys, and other external professionals to deliver integrated client solutions
• Manage tax notices, audits, and controversy matters, including drafting responses and working with tax authorities
• Identify process improvements and implement best practices to increase efficiency and quality of tax engagements
• Stay current on federal, state, and relevant international tax developments affecting high net worth clients and translate changes into practical guidance
• Participate in business development efforts, including client meetings, proposals, and marketing initiatives focused on the HNW market

Qualifications

• Bachelors degree in Accounting or related field required; Masters degree or advanced tax coursework preferred
• Certified Public Accountant required
• 5 plus years of progressive tax experience, with significant experience serving high net worth clients in public accounting
• Strong technical expertise with individual, fiduciary, partnership, and corporate tax returns, including Forms 1040, 1041, 1120, and 1120S
• Deep knowledge of tax issues impacting high net worth individuals, including estate and gift taxation, trusts, partnerships, and closely held businesses
• Demonstrated experience leading engagements and managing teams in a public accounting environment
• Excellent client service and communication skills, with the ability to explain complex tax concepts clearly
• Strong analytical skills, attention to detail, and ability to manage multiple priorities and deadlines
• Proficiency with tax software such as Lacerte, ProSeries, or Drake, and strong Microsoft Excel skills
• Ability to contribute to business development and maintain long term HNW client relationships

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.