
Tax Manager, High Net Worth
Responsible for leading HNW tax engagements from planning through delivery, preparing and reviewing complex individual, trust, and closely held business tax returns, developing tax planning and wealth preservation strategies (including estate, gift, and trust matters and IRC 671-679 grantor trust rules), supervising staff, and supporting business development. Requires a Bachelor's/Master's in Accounting, active CPA license, 5+ years of public accounting experience, and proficiency with tax software such as CCH Axcess.





