Fully Remote HNWI. Trust and Estate Senior Tax Manager 140k-200k

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Job description

Job Title: Tax Manager - High Net Worth Individuals

Location: Offices locations - Philadelphia, Dallas, Chicago, Los Angeles, Washington DC, Miami,

Fully Remote Position (140k -200k)

Job Type: High Net worth/ Trust and Estate focused

About Us:
With multiple offices across the country we pride ourselves on providing exceptional accounting and tax services to our clients, with a focus on high net worth individuals and families. We understand that our people are our greatest asset, and we strive to create a supportive work environment that promotes work-life balance and professional growth.

Position Overview:
We are seeking a knowledgeable and motivated Tax Manager /Senior Tax Manager to join our team. In this role, you will primarily focus on managing the tax needs of high net worth individuals, with an emphasis on completing and reviewing trust and estate tax returns. You will collaborate closely with clients to provide tailored tax strategies that align with their financial goals.

Key Responsibilities:

• Prepare and review complex federal and state tax returns for high net worth individuals, trusts, and estates.
• Develop and implement tax planning strategies to optimize clients' tax situations.
• Advise clients on various tax-related matters, including estate planning and charitable giving.
• Supervise and mentor junior staff members, fostering a collaborative learning environment.
• Stay current with tax laws and regulations to ensure compliance and identify opportunities for clients.
• Build and maintain strong client relationships through effective communication and exceptional service.
• Participate in business development efforts to attract new clients.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field; Master's in Taxation or an equivalent degree preferred.
• CPA certification is required.
• Minimum of 5 years of tax experience, with a focus on high net worth individuals, trusts, and estates.
• Strong technical knowledge of tax laws and regulations.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Why Join Us?

• Work-Life Balance: We prioritize your well-being, especially during the busy season, offering flexible hours and remote work options.
• Competitive Compensation: We offer a comprehensive salary package and performance-based bonuses. (140k -200k)
• Exceptional Benefits: Enjoy a generous benefits package, including health insurance, retirement plans, and paid time off.
• Professional Development: Access to ongoing training and career advancement opportunities.
• Supportive Culture: Join a team that values collaboration, innovation, and respect.

If you are passionate about tax planning and want to make a difference for our high net worth clients while enjoying a balanced work life, we would love to hear from you!

Application Process:
Please submit your resume and a cover letter detailing your experience and qualifications to

This client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Benefits

• Comprehensive Health Insurance: Medical, dental, and vision plans to keep you and your family healthy.
• Retirement Savings: 401(k) plan with company match to help you secure your financial future.
• Paid Time Off: Generous PTO policy, including vacation days, sick leave, and holidays.
• Professional Development: Continuing education reimbursements and access to industry conferences.
• Work-Life Balance: Flexible scheduling options to support your personal commitments.
• Employee Assistance Program: Resources for mental health and wellness support.
• Team-Building Activities: Regular virtual events and gatherings to foster a strong team culture.

Applicants must be authorized to work in the U.S.

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