Tax Manager

Edlong / Veritas Careers

United States

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

Apply

Vacancy posted 1 day ago

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