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Senior Manager, High Net Worth TaxStrategic Employment • Salt Lake City, UT, United States
Senior Manager, High Net Worth Tax

Senior Manager, High Net Worth Tax

Strategic Employment • Salt Lake City, UT, United States
1 day ago
Job type
  • Full-time
  • Permanent
Job description

Senior Manager, High Net Worth Tax

Our client, a top-tier national CPA firm expanding its high-net-worth tax practice, is looking for a Senior Manager, High Net Worth Tax. Full Time, Direct Hire Candidate needs to be based in Fort Worth, Greater LA, NYC, Denver, Salt Lake City, or Phoenix areas. Salary + Benefits, commensurate with experience. In this role, the Senior Manager will lead client-facing tax planning and compliance work for ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice.

Responsibilities:

  • Own client relationships across individual, trust, estate, gift, and partnership tax matters for UHNW principals and family offices
  • Advise on sophisticated tax planning strategies for clients with $100M+ in net worth
  • Review and oversee complex returns across multiple entity types
  • Partner directly with firm leadership on client strategy and service delivery
  • Mentor and develop junior staff as the practice grows

Requirements:

  • Located in one of the listed metro areas
  • Active CPA
  • 7+ years public accounting tax experience
  • Big 4 experience required (current or prior)
  • Deep experience advising clients and family offices with $100M+ in net worth, spanning individual, trust, estate, gift, and partnership work
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Senior Manager, High Net Worth Tax • Salt Lake City, UT, United States

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