Tax Manager

Our client is looking for an experienced and detail-oriented Tax Manager – High Net Worth to join their dynamic team. The ideal candidate will have a strong background in tax planning and compliance for high-net-worth individuals (HNWIs), including complex investments, estate planning, and trust taxation. This role requires strategic thinking, client advisory expertise, and the ability to manage multiple client relationships effectively.

Responsibilities:

• Oversee tax planning and compliance for high-net-worth individuals, family offices, trusts, and estates.
• Develop and implement tax strategies to optimize tax efficiency and wealth preservation for HNW clients.
• Review complex individual, fiduciary, gift, and estate tax returns.
• Research and interpret tax laws, regulations, and legislative developments impacting HNWIs.
• Provide expert advice on wealth transfer strategies, charitable giving, and estate planning.
• Lead and mentor a team of tax professionals, ensuring accuracy and compliance in all client deliverables.
• Collaborate with financial advisors, attorneys, and other professionals to provide a holistic approach to tax planning.
• Represent clients in IRS or state tax authority audits and resolve tax controversies.
• Identify opportunities for process improvements and implement best practices in tax compliance.
• Maintain strong client relationships and provide proactive communication on tax matters.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
• CPA or Enrolled Agent (EA) certification required.
• 6+ years of experience in tax compliance and planning, with a focus on high-net-worth individuals, trusts, and estates.
• In-depth knowledge of federal and state tax laws affecting HNW clients.
• Experience in private client services or a family office environment is a plus.
• Proficiency in tax software (e.g., CCH, UltraTax, or ProSystem fx) and Microsoft Office Suite.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple clients and meet deadlines in a fast-paced environment.
• Strong leadership and team management skills.

Salary: $125K – $155k

Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.