Tax Manager - High Net Worth

PRIMARY RESPONSIBILITIES: Manage and review complex individual income tax returns (Form 1040), including multi-state filings for high net worth individuals and families Review trust and estate-related filings (Form 1041) tied to individual and wealth planning needs Identify and implement tax planning strategies related to income, equity compensation, investments, and wealth preservation Serve as a primary point of contact for high net worth clients, delivering proactive, strategic tax guidance Build and maintain long-term client relationships grounded in trust and responsiveness Review the work of senior and staff-level team members, providing coaching and technical guidance REQUIRED QUALIFICATIONSCPA license or progress toward CPA strongly preferred Bachelor's degree in Accounting or a related field 5+ years of tax experience with a strong focus on high net worth individual taxation, ideally within public accounting or a related professional services environment Experience managing and reviewing complex individual tax returns Demonstrated ability to lead, mentor, and develop junior professionals Strong verbal and written communication skills, with the ability to explain complex tax concepts clearly to clients Proficient with Microsoft Office and familiar with tax preparation and research software

BENEFITS: Genuine, merit-based path for career growth toward senior manager and beyond Hybrid work model across multiple firm locations Estimated base salary range of $80,000-$150,000, based on experience, qualifications, and location Comprehensive benefits package, including 401(k) with employer match Ongoing professional development opportunities, including support for CPA licensure