High Net Worth Senior Tax Manager
$150,000–$220,000 year
HybridPlymouth, Minnesota, United States
Job Summary
Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts while ensuring timely and accurate filing. Lead tax engagements from start to finish, including planning, budgeting, execution, and delivery, and monitor engagement profitability through effective billing and client expectation management. Understand client business needs, identify and analyze tax issues, and articulate relevant conclusions regarding federal, state, and local regulations. Lead client meetings and presentations to demonstrate strong communication skills, and review work performed by team members to ensure quality and accuracy. Guide teams and advise clients on sophisticated tax and wealth planning matters, including stock option planning and international tax advice.
Required Qualifications
- Active CPA license
- 8+ years of progressive public accounting experience
- focus on HNW tax planning, compliance, and consulting
- Deep understanding of estate, gift, and trust tax laws and their application
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private foundation structures
- Proven expertise in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
- A Bachelor's degree and/or Master's degree in Accounting
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