Experience: Manager
Salary: $120,000 - $160,000 per year
Job Details
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As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include:
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Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
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Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
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Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
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Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
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Reviewing and interpreting legal documents related to estate planning and business succession.
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Conducting technical research on individual, trust, and estate tax compliance and planning matters.
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Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
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Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
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Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.
A bit about us:
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Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.
As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.
Why join us?
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Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.
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Flexible hybrid schedules
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Paid time off!
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Excellent health benefits
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Recognized by a best place to work over 10 times
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