Tax Manager – High Net Worth (HNW)

(Hybrid) | Multiple U.S. Locations Available

We are partnering with a top-tier professional services firm to hire an experienced Tax Manager focused on supporting high net worth individuals and families. This role offers the opportunity to deliver sophisticated tax planning and compliance services for clients with complex financial and wealth structures.

Key Responsibilities

• Manage and review complex high net worth individual tax returns (Form 1040), including multi-state filings
• Support trust and estate-related compliance (Form 1041) and wealth planning needs
• Identify tax planning opportunities involving investments, equity compensation, and wealth preservation
• Serve as a strategic advisor to high net worth clients, providing proactive guidance
• Lead engagements from planning through compliance while ensuring accuracy and quality
• Mentor and develop junior team members in a team-oriented culture

Must-Have Qualifications

• 5+ years of tax experience with a strong emphasis on high net worth individual taxation
• Proven experience managing and reviewing complex Form 1040 returns
• Exposure to trusts, estates, or wealth-related filings (Form 1041)
• Strong client-facing communication and advisory skills
• Ability to lead, mentor, and support development of junior professionals
• Bachelor’s degree in Accounting or related field
• CPA license (or progress toward) strongly preferred
• Proficiency with tax tools and software (Excel, Outlook, Word, Adobe)

Locations Available:

Hybrid roles available in: NY, OH, PA, MD, IL, CO, MI, WI, PA