CPA Licensed Tax Manager

A company is looking for a Tax Manager - High Net Worth.

Key Responsibilities

Review and evaluate incoming high-net-worth client referrals

Facilitate seamless client engagement and manage relationships between wealth advisors and tax teams

Provide final technical reviews on trust and estate income tax returns

Required Qualifications

CPA Certification, JD, or EA required

5+ years of public accounting experience focused on ultra-high net worth individuals

Ability to work well in a remote team environment

Demonstrated ability to communicate effectively and professionally with clients