Tax Manager - CPA, Tax Manager, High Net Worth

Tax ManagerPosition Overview We are seeking an experienced Tax Manager to oversee and manage all aspects of tax compliance and planning for our high net worth clients. The ideal candidate will possess a strong background in tax regulations, particularly in real estate, partnerships, and individual tax returns. This role offers the opportunity to work with a diverse client base and contribute to strategic tax planning initiatives.Key ResponsibilitiesManage and oversee the preparation and filing of various tax returns including 1040, 1120S, 1065, and 1041 for individuals, corporations, and partnerships.Provide expert advice on tax compliance and planning for high net worth individuals, estates, and trusts.Review and prepare tax returns and related documents, ensuring accuracy and compliance with current tax laws.Conduct tax research and analysis to identify tax savings opportunities for clients.Collaborate with clients to understand their financial situations and provide tailored tax strategies.Supervise and mentor junior tax staff, providing guidance and support in their professional development.Stay current on tax legislation affecting high net worth individuals and non-profit organizations.Assist clients with IRS audits and other tax-related inquiries.QualificationsBachelor's degree in Accounting, Finance, or a related field.CPA certification is required.Minimum of 5 years of experience in tax management, preferably in public accounting or professional services.Strong knowledge of tax compliance and planning for high net worth individuals, partnerships, estates, and trusts.Experience with real estate tax issues and non-profit tax regulations is a plus.Proficiency in Microsoft Office Suite and tax preparation software.Excellent analytical, organizational, and communication skills.Ability to work independently and as part of a team in a fast-paced environment.

Created: 2025-09-22