The Tax Manager, High Net Worth will manage and review complex tax returns, develop tax planning strategies (including estate, gift, and trust matters and grantor trust rules), oversee engagements and staff, and maintain client relationships. Requires a Bachelor's/Master's in Accounting, active CPA license, 5+ years of progressive public accounting experience, and proficiency with tax software (e.g., CCH Axcess). Salary range listed: $120,000–$150,000 USD per year.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Provide proactive tax planning, wealth preservation strategies, estate/gift/trust tax expertise (including IRC §§671-679), oversee tax return preparation and reviews, cultivate client relationships, and support business development. Requires CPA and 5+ years of progressive public accounting experience; proficiency with CCH Axcess and Microsoft Office.

Serve as a High Net Worth Tax Manager leading planning, management, review, and completion of complex tax engagements for individuals, families, and closely held entities. Responsibilities include proactive tax planning and wealth preservation strategies, overseeing tax return preparation, supervising staff, and supporting business development; CPA and 5+ years of progressive public accounting experience required.

Lead planning, management, review, and completion of complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning and wealth-preservation strategies, estate/gift/trust tax expertise (including grantor trust rules), supervise and review staff work, support business development, and use CCH Axcess and Microsoft Office. Requires active CPA and 5+ years of progressive public accounting experience.

Manage and review complex tax returns and engagements for high net worth clients and closely held businesses and trusts. Provide proactive tax planning, wealth preservation strategies, and advice on estate, gift, and trust matters (including IRC Sections 671-679). Supervise and review staff work, support business development, and ensure timely, accurate filing and compliance. Requires a Bachelor's/Master's in Accounting, active CPA, proficiency with tax software (e.g., CCH Axcess), and 5+ years of progressive public accounting experience focused on HNW tax.

Lead planning, management, review, and completion of complex tax engagements for high net worth clients, including estate, gift, and trust matters and multi-jurisdictional issues. Require CPA license, 5+ years progressive public accounting experience focused on HNW tax, familiarity with family office/private foundation structures, and proficiency with tax software (e.g., CCH Axcess).

Lead planning, management, review, and completion of complex tax engagements for high net worth clients, including estate, gift, and trust tax matters (IRC 671-679). Requires CPA, 5+ years public accounting experience focused on HNW tax, and proficiency with tax software (e.g., CCH Axcess).

Responsible for leading and reviewing complex tax engagements for high net worth clients, providing proactive tax planning and wealth preservation strategies, and managing client relationships. Requires active CPA, 5+ years of progressive public accounting experience focused on HNW tax, and proficiency with tax software (e.g., CCH Axcess). Position is hybrid with a stated salary range of $120,000–$150,000 USD.

The Tax Manager (High Net Worth) leads planning, execution, review, and delivery of complex tax engagements for HNW individuals, families, trusts, and closely held entities. Responsibilities include proactive tax planning and wealth preservation strategies, managing client relationships, supervising staff, ensuring timely and accurate filings, and advising on estate, gift, trust, international, and transactional tax matters. Requires a Bachelor’s/Master’s in Accounting, active CPA license, proficiency with tax software (e.g., CCH Axcess), and 5+ years of progressive public accounting experience focused on HNW tax.

Frazier & Deeter seeks a senior Certified Unanet Implementor to serve as the firm's Unanet subject-matter expert, lead complex Unanet ERP and CRM implementations, architect custom workflows/reports, oversee data migration and integrations (including Salesforce, QuickBooks, Power BI), mentor implementers, and provide client-facing advisory, training, and change-management support. Requires 5+ years of Unanet implementation or administration experience.

Frazier & Deeter seeks a Certified Unanet Lead to serve as the primary Unanet SME, leading full lifecycle Unanet ERP and CRM implementations, architecting workflows and reporting, overseeing integrations and data migration, mentoring implementers, and supporting business development. Requires Certified Unanet Implementor and 5+ years of Unanet implementation or administration experience.