Tax - HNWI (Senior through Senior Manager)

Job Description

About the Opportunity

A well-established boutique CPA firm is seeking High-Net-Worth Individual (HNWI) Tax professionals at all levels to join its growing team in either Long Island or West Palm Beach. This is an excellent opportunity for tax professionals who enjoy working closely with affluent individuals, families, and family offices while delivering personalized, high-quality tax and advisory services.

The firm offers the opportunity to work in a collaborative, client-focused environment with exposure to sophisticated tax matters, complex individual returns, and wealth preservation strategies.

Responsibilities

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• Prepare and review complex individual federal and state income tax returns for high-net-worth and ultra-high-net-worth individuals.
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• Assist with tax planning strategies designed to minimize tax liabilities and preserve wealth.
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• Address tax matters involving trusts, estates, partnerships, S corporations, and other pass-through entities.
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• Research and analyze complex tax issues and provide practical recommendations.
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• Work directly with clients, family offices, financial advisors, and other professional service providers.
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• Assist with multi-state tax compliance, estimated tax payments, and related planning.
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• Support estate, gift, and fiduciary tax planning and compliance, depending on experience.
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• Manage client engagements, review work, mentor junior staff, and oversee team performance at more senior levels.
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Qualifications

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• Minimum of 3+ years of experience in public accounting with a focus on individual taxation and high-net-worth clients.
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• Strong knowledge of individual income tax compliance and tax planning.
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• Experience with complex individual returns, including investments, pass-through income, and multi-state filings.
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• Exposure to trusts, estates, fiduciary taxation, and wealth transfer planning is a plus.
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• CPA license preferred; candidates actively pursuing their CPA will also be considered.
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• Strong analytical, organizational, and communication skills with a commitment to exceptional client service.
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Job ID #48316