Job Title: HNWI Tax Manager

Join a leading professional services firm as an HNWI Tax Manager, supporting high-net-worth individuals with complex tax planning and compliance needs. This is a fully remote, full-time opportunity for a mid-level professional seeking to advance their career in an environment focused on client service and technical tax expertise.

Role and Responsibilities:

Manage tax planning, compliance, and consulting engagements for high-net-worth individual (HNWI) clients.
Oversee the preparation and review of complex individual, fiduciary, and related tax returns.
Analyze clients’ financial situations to identify tax-saving opportunities and strategies.
Research and interpret federal, state, and local tax laws as they apply to HNWI clients.
Advise clients on estate, gift, and trust tax matters, collaborating with their legal and financial advisors.
Foster and maintain strong client relationships through proactive communication and timely service delivery.
Supervise, mentor, and review the work of junior tax staff and associates.
Coordinate and manage client engagements to ensure deadlines and quality standards are met.
Stay abreast of tax law changes and industry developments relevant to HNWI clients.

Qualifications:

Bachelor’s degree in Accounting, Finance, or a related field.
CPA license or eligibility to sit for the CPA exam.
Significant experience in individual tax compliance and planning, specifically serving high-net-worth individuals.
Strong understanding of complex tax issues, including estate, gift, and trust taxation.
Experience supervising and mentoring junior staff in a public accounting or professional services setting.
Excellent written and verbal communication skills, with the ability to explain complex tax concepts to clients.
Proficiency with tax preparation software and Microsoft Office Suite.
Strong attention to detail and organizational skills, with the ability to manage multiple priorities in a remote work environment.

Equal Employment Opportunity Statement:

The company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.