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.