Tax Manager
Veritas Group Inc
Job Description
Job Description
Tax Manager – High Net Worth & Family Office Advisory
Location: Hybrid or Remote
Compensation: Competitive base + bonus + excellent benefits
Work Environment: Exceptional culture | Elite client base | Long-term growth track
The Opportunity
We are partnering with a highly respected public accounting and advisory firm serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family offices, and closely held businesses . This firm is known for its elite client base, collaborative culture, and advanced tax advisory work .
This role offers the opportunity to work on complex, sophisticated tax planning and compliance engagements , providing trusted advisory services to multi-generational families and entrepreneurial clients.
What You’ll Do
- Deliver advanced tax planning, structuring, and compliance services to HNW & UHNW individuals and families
- Serve as a trusted advisor on complex individual, trust, gift, estate, and multi-entity tax matters
- Lead tax engagements for closely held businesses , including S-corps, partnerships, and other pass-through entities
- Provide strategic planning related to income tax minimization, wealth transfer, estate planning, and business succession
- Review complex tax returns and oversee high-quality client deliverables
- Build long-term client relationships through proactive planning and personalized service
- Mentor and develop staff while collaborating closely with firm leadership
What We’re Looking For
- CPA or EA required
- 5+ years of public accounting experience , with significant exposure to HNW / UHNW individual taxation
- Strong experience with closely held companies and pass-through entities
- Deep understanding of complex individual, trust, estate, and gift tax matters
- Proven advisory mindset with excellent client communication skills
- Desire to grow into a long-term leadership role
Why This Role
- Premier client base — complex, sophisticated, and engaging work
- Excellent culture — collaborative, flexible, and people-focused
- Hybrid or fully remote flexibility
- Strong compensation, bonus potential, and benefits
- Clear career growth and leadership track
Vacancy posted a month ago
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