
Tax Manager, High Net Worth
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.





