High Net Worth Senior Tax Manager

3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.Job Summary:A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.Duties/Responsibilities:Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returnsStay current with changes in tax laws and regulations, advising clients on their impact and opportunitiesLead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and deliveryDevelop and maintain strong client relationships by providing exceptional service and understanding their business needsWork closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business developmentLead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectivelyMonitor engagement profitability through managing budgets, billing, and client expectations effectivelyActively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clientsEducation and Experience:A Bachelor’s degree and/or Master’s degree in AccountingActive CPA license8+ years of experience in HNW tax planning, compliance, and consulting in public accountingDeep understanding of estate, gift, and trust tax laws and their application.Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principlesFamiliarity with family office services and private foundation structuresProven expertise in overseeing complex client engagements and delivering high-quality client serviceAbility to develop tax planning strategies for clientsProficiency 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- hybridSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance, Consulting, and Accounting/AuditingIndustriesTechnology, Information and InternetReferrals increase your chances of interviewing at Frazier & Deeter by 2xSign in to set job alerts for “Senior Tax Manager” roles.Senior Tax Manager -Partner Track ($170K + Bonus)Tampa, FL $150,000.00-$170,000.00 1 week agoTampa, FL $115,000.00-$130,000.00 1 week agoMergers and Acquisition Partnership Tax, Senior ManagerTampa, FL $119,300.00-$328,000.00 1 week agoTampa, FL $135,000.00-$150,000.00 2 weeks agoThonotosassa, FL $250,000.00-$280,000.00 1 day agoTax Senior Manager, Alternative InvestmentsThonotosassa, FL $180,000.00-$240,000.00 17 hours agoManager, Corporate Tax / Provisions - (Remote Option)Tax Managing Director, Core Tax ServicesTampa, FL $106,500.00-$267,500.00 2 weeks agoTampa, FL $90,000.00-$115,000.00 1 week agoTax Senior Manager, Alternative InvestmentsTampa, FL $130,000.00-$160,000.00 2 weeks agoTax Manager, Private Client & Family Office ServicesTampa, FL $106,500.00-$267,500.00 1 day agoTampa, FL $99,750.00-$262,500.00 2 weeks agoTransaction Advisory Services Senior ManagerTax Senior Manager, Specialized Tax Services PartnershipsTampa, FL $99,750.00-$262,500.00 2 weeks agoSt. Petersburg, FL $125,000.00-$150,000.00 1 day agoTampa, FL $79,800.00-$168,000.00 2 weeks agoTampa, FL $84,500.00-$201,000.00 1 week agoTampa, FL $155,500.00-$416,000.00 2 weeks agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17