Careers

An established public accounting and advisory firm is seeking an experienced Family Office/High-Net-Worth Tax Manager to join its Private Client practice. This opportunity is ideal for a tax professional who is passionate about building long-term relationships with high-net-worth individuals and families while delivering thoughtful tax planning, consulting, and advisory services.

In this role, you’ll go beyond traditional tax compliance by serving as a trusted advisor, helping clients navigate complex financial decisions, preserve wealth, and develop tax strategies that support their personal, family, and business goals.

Key Responsibilities

• Manage tax planning, consulting, and compliance engagements for high-net-worth individuals, families, trusts, estates, partnerships, and closely held businesses.
• Review complex tax returns while ensuring accuracy, quality, and timely delivery.
• Advise clients on wealth preservation strategies, estate and gift tax planning, charitable giving, business succession, and multi-generational wealth transfer.
• Collaborate with clients and their professional advisors to develop integrated tax strategies that align with long-term financial goals.
• Research complex tax matters and communicate technical concepts in a practical, client-friendly manner.
• Oversee multiple engagements while maintaining exceptional client service and project management.
• Mentor and develop tax professionals by providing technical guidance and leadership.
• Identify opportunities to enhance client relationships through additional planning and advisory services.
• Stay current on tax legislation and emerging developments affecting high-net-worth individuals and family office clients.

Qualifications

• Active CPA license required.
• Bachelor’s degree in Accounting or a closely related field; MST preferred.
• 5+ years of public accounting tax experience with significant exposure to high-net-worth individuals, family office clients, or private client services.
• Strong experience with trusts, estates, partnerships, and pass-through entities.
• Knowledge of estate and gift taxation, wealth transfer planning, and fiduciary taxation.
• Excellent communication and relationship-building skills.
• Proven ability to manage client relationships and mentor team members.
• Strong organizational skills with the ability to manage multiple priorities.

Salary: $145,000 – $190,000 (DOE)

Application Instructions:
Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
allan@pfssearch.com

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.