UHNW Tax Leader & Planning Specialist

ABOUT THE COMPANY:

Our client is a rapidly growing Law firm who are looking to add a Tax Manager to their team. The company has enjoyed incredible success in the last few years’ and are seeking a candidate with a similar tax background focusing on high-net-worth individuals to join their team as they continue their expansion. Reasons to Work Here: Medical, Dental, and Vision insurance. Immediate 401(k) participation with 100% vested match after 1 year. Company-paid life and long-term disability insurance. HSA, HRA, and FSA options. Dynamic, inclusive culture where your ideas and development truly matter. Significant opportunities for professional growth and continuous learning. A workplace that values balance, well-being, and long-term career success. Paid holidays and unlimited PTO. Hybrid working $145,000 – $160,000 In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service. Responsibilities Leadership & Management Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment. Collaborate with Partners on recruitment, training, and ongoing professional development initiatives. Tax Compliance & Planning Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities. Ensure full compliance with federal, state, and international tax regulations. Develop and implement tax strategies aligned with clients’ personal and financial goals. Client Engagement Build strong relationships with UHNW clients, understanding their unique financial situations. Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning. Strategic Advisory Stay current on evolving tax laws and industry changes, ensuring you deliver the highest standard of expertise. Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions. Qualifications Bachelor’s degree in Accounting, Taxation, or related field. CPA required. Minimum 8 years of tax planning and compliance experience, including at least one year in a leadership role serving UHNW clients. Skills Deep knowledge of federal, state, and international tax law. Demonstrated ability to manage complex tax matters and deliver strategic advice. Strong leadership, communication, and relationship-building skills. Proficiency in Microsoft Office Suite; experience with CCH preferred. #J-18808-Ljbffr Creative Financial Staffing