Tax Manager

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