strategic employmentDenver, CO
Senior Manager, High Net Worth Tax
Senior Manager, High Net Worth Tax
Senior Manager, High Net Worth Tax
strategic employmentDenver, CO
Apply for this role (opens in a new tab)4 days ago
Senior Manager, High Net Worth TaxOur client, a top-tier national CPA firm expanding its high-net-worth tax practice, is looking for a Senior Manager, High Net Worth Tax. Full Time, Direct Hire Candidate needs to be based in Fort Worth, Greater LA, NYC, Denver, Salt Lake City, or Phoenix areas. Salary + Benefits, commensurate with experience. In this role, the Senior Manager will lead client-facing tax planning and compliance work for ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice.
Responsibilities:
- Own client relationships across individual, trust, estate, gift, and partnership tax matters for UHNW principals and family offices
- Advise on sophisticated tax planning strategies for clients with $100M+ in net worth
- Review and oversee complex returns across multiple entity types
- Partner directly with firm leadership on client strategy and service delivery
- Mentor and develop junior staff as the practice grows
Requirements:
- Located in one of the listed metro areas
- Active CPA7+ years public accounting tax experience
- Big 4 experience required (current or prior)
- Deep experience advising clients and family offices with $100M+ in net worth, spanning individual, trust, estate, gift, and partnership work
Also on the board Same function, level within a rung
Level
Lead
Location
Denver, CO
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
4 days ago