Tax Manager or Senior Manager - Ultra-High Net Worth Practice [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Manager or Senior Manager - Ultra-High Net Worth Practice based in United States.

This role offers the opportunity to work at the center of highly sophisticated private client tax advisory, supporting ultra-high net worth individuals, families, and closely held entities.
You will manage complex tax compliance and planning engagements while delivering strategic guidance across multi-generational wealth structures.
The position combines technical excellence with client-facing advisory work, requiring both analytical depth and strong relationship-building skills.
You will collaborate closely with senior partners to design innovative tax strategies involving investments, equity compensation, estates, and charitable structures.
A key aspect of the role includes reviewing and overseeing complex tax returns while mentoring and developing junior team members.
You will contribute to a high-performing, knowledge-driven tax practice that serves clients connected to dynamic industries such as venture capital and technology.
This is an ideal opportunity for a tax professional who thrives in a fast-paced, high-touch advisory environment.

Accountabilities:

• Review complex individual, fiduciary, partnership, and private foundation tax returns involving areas such as equity compensation, venture investments, QSBS, and carried interest.
• Provide strategic tax planning advice related to wealth preservation, estate structuring, charitable giving, and multi-generational wealth transfer.
• Identify and manage multi-state and international tax compliance requirements and filings.
• Oversee tax compliance engagements while ensuring accuracy, technical excellence, and adherence to regulatory standards.
• Mentor, train, and supervise associates and senior staff, supporting their professional development and performance growth.
• Collaborate with partners to develop client solutions, proposals, and innovative service offerings.
• Stay current on evolving tax regulations and apply updates to client strategies and internal best practices.
• Contribute to internal initiatives including process improvements, technology adoption, and practice development efforts.

Requirements:

• 6–10 years of experience in public accounting taxation, focused on ultra-high net worth individuals and private client services.
• Active CPA license required; Bachelor’s or Master’s degree in Accounting, Taxation, or related field (JD or LLM a plus).
• Strong expertise in complex tax areas including partnerships, estates, trusts, equity compensation, and investment structures.
• Proven ability to manage and review high-complexity tax returns and advisory engagements.
• Strong leadership experience with the ability to mentor and guide tax professionals.
• Excellent communication and interpersonal skills for building trusted client relationships.
• Strong technical proficiency in tax research tools, platforms, and Microsoft Office Suite.
• Self-starter mindset with strong attention to detail and a passion for client service excellence.

Benefits:

• Competitive annual salary range of $120,000–$230,000, based on experience and qualifications
• Comprehensive healthcare coverage including medical, dental, and vision plans
• Opportunities for career progression within a high-growth private client tax practice
• Exposure to sophisticated, high-value clients across venture capital, technology, and investment sectors
• Supportive leadership culture with strong emphasis on mentorship and professional development
• Access to ongoing technical training and continuing education opportunities
• Collaborative, high-performance work environment focused on excellence and innovation
• Inclusive workplace with equal opportunity employment practices.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.