Senior Tax Manager - HNW & FW
Everforth, Cybercoders
Job Description
Job Description
Senior Tax Manager
Senior Tax Manager High Net Worth & Family Wealth
If you are a seasoned tax professional ready to lead complex estate and family wealth engagements and step into a genuine path to firm leadership this is your next move.
What you will do
- Deliver high-level tax compliance and strategic consulting for high-net-worth individuals, families, trusts, and estates, including sophisticated estate, gift, and generation-skipping transfer planning.
- Serve as the primary trusted advisor to a defined client portfolio, building deep, lasting relationships that drive retention and organic growth.
- Review and sign off on complex returns and planning memos prepared by senior associates and managers, ensuring technical accuracy and timely delivery.
- Lead engagement lifecycles end-to-end scoping, budgeting, staffing, and quality control across multiple concurrent client matters.
- Mentor and develop tax staff through regular feedback, structured reviews, and hands-on coaching that builds the next generation of firm leaders.
- Expand the firms HNW practice by cultivating referral sources, attending professional and civic events, and identifying cross-service opportunities.
- Collaborate with partners across tax, assurance, and advisory to deliver integrated solutions to complex family wealth situations.
What you need
- Active CPA license.
- 7 plus years of public accounting experience with a focus on high-net-worth individuals, trusts, estates, and partnerships.
- Demonstrated ability to manage multiple complex engagements simultaneously and supervise multidisciplinary teams.
- Strong client-facing communication skills and a track record of relationship-based business development.
- Proficiency with professional tax software e.g., CCH Axcess, Thomson Reuters UltraTax, or equivalent.
Nice to have
- Masters in Taxation, JD, or LLM.
- Experience with family office structures, charitable planning, or closely held business succession.
- Prior experience presenting at professional associations or contributing to thought leadership.
Pay benefits
- Paid time off plus firm holidays; paid winter closure between Christmas and New Year
- Hybrid and flexible work arrangements
- Up to 16 weeks of paid parental or adoption leave; dedicated caregiver leave
- Premium medical, dental, and vision coverage
- Mental health counseling and wellness coaching
- One-on-one professional coaching and structured leadership development
- Access to internal enrichment and professional expansion programs
Benefits
Vacation/PTO
Medical
Dental
Vision
401k
Bonus
Relocation
Telecommute
Vacancy posted 1 day ago
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