Senior Tax Manager

Senior Tax Manager

A seasoned tax professional with 7+ years of public accounting experience serving high-net-worth individuals, family partnerships, trusts, and estates. Lead complex tax, gift, and estate planning engagements while overseeing compliance, developing staff, managing client relationships, and supporting business growth. Full-time leadership opportunity available immediately. Hybrid role within a confidential firm location. To drive strategic tax planning for HNW clients, mentor future leaders, and contribute to the continued expansion of a specialized Family Wealth Services practice. Collaborative, inclusive, and focused on professional development and long-term leadership growth. Competitive and commensurate with experience.

Position Overview: The Senior Tax Manager in the High Net Worth / Family Wealth Services practice consults on sophisticated gift and estate planning matters while overseeing tax compliance for high-net-worth individuals, trusts, and family partnerships. This role involves technical review, quarterly and year-end planning, team leadership, engagement oversight, business development, and providing solutions to complex tax issues. The firm views this role as a key future leadership position.

Key Responsibilities: Provide tax, gift, and estate planning and compliance services to individuals and related trusts. Expand expertise in individual, gift, trust, and estate planning and maintain strong professional development. Build trusted advisor relationships with clients through exceptional service and communication. Identify technical tax issues and propose innovative solutions. Manage client engagements to achieve high-quality, efficient outcomes. Develop and grow a strong professional network to support business development. Set and achieve business development goals for yourself and the team. Recruit, motivate, and develop team members. Foster collaboration, engagement, inclusion, and accountability within the team. Promote organizational values and lead teams with integrity. Establish and achieve stretch goals that increase impact and organizational value.

Qualifications: Bachelor's degree in Accounting, Finance, or Law; Master's in Tax/LLM preferred. 7+ years of recent public accounting experience with individuals, trusts, estates, and partnerships. CPA certification required. Proven leadership and project/team management experience. Excellent communication and networking skills. Strong ability to manage and grow client relationships. Experience with tax software and technology tools.