Tax Manager - High Net Worth

Job Description\nAbout the Company: Our client is a mid-sized CPA and business advisory firm. They specialize in serving businesses and their owners in the Washington, D.C. metro area and have a national and global reach through a worldwide network of top accounting firms. Their clients include start-up and small and medium-sized businesses, as well as those with revenues in the hundreds of millions of dollars.

The firm also serves as an advisor to business owners and executives at critical junctures such as business formation, financing, and organizational or ownership changes, including mergers, acquisitions, liquidation, or leadership succession. Clients view them as their trusted advisor in their personal, financial and wealth transfer planning.\n\nAbout the Role: We are seeking a highly skilled and experienced High Net Worth (HNW) Tax Manager with a minimum of 8 years of tax experience in planning and compliance with a public accounting firm.

The successful candidate will consult on, manage and review complex tax returns including 1040/1041. The Manager must have solid tax research skills, a bachelor’s degree in accounting, and must be an active CPA/EA.

Experience with CCH Axcess software is a plus.\n\nResponsibilities:\n\nTax Compliance & Review\n\n Review complex federal, state, and local tax returns, including:\n Individual (Form 1040)\n Trust (Forms 1041)\n If interested/experienced:\n Gift tax returns (Form 709)\n Pass-through entities (Forms 1065 and 1120-S)\n Private foundations\n Ensure compliance with changing tax laws and regulations.\n Oversee tax projections, estimated payments, and extension calculations.\n Manage multi-state filing issues when applicable.\n\n\nTax Planning & Consulting\n\n Develop and implement sophisticated tax planning strategies related to:\n Income tax\n Estate and gift tax planning\n Trust structuring\n Charitable giving strategies\n Executive compensation\n Investments\n Research complex tax issues.\n Identify risks and planning opportunities for clients and communicate recommendations clearly.\n\n\nClient Service & Relationship Management\n\n Serve as the primary contact for high-net-worth individuals and family groups.\n Build and maintain strong long-term client relationships through proactive communication and trusted advisory services.\n Coordinate with attorneys, financial advisors, bankers, investment advisors, and family office personnel.\n Manage client expectations, deadlines, and deliverables throughout the engagement lifecycle.\n Identify opportunities to expand services and deepen client relationships.\n\n\nEngagement & Team Management\n\n Manage multiple client engagements simultaneously while meeting deadlines and budget expectations.\n Review staff and senior workpapers and provide timely coaching and feedback.\n Train and mentor associates on technical and client service matters.\n Assist with workflow management, scheduling, and resource planning during busy seasons.\n Participate in performance evaluations and staff development initiatives.\n\n\nQualifications:\n\n CPA/EA with 8+ years of progressive experience, with a focus on HNW tax compliance and planning within a public accounting firm.\n Bachelor’s degree in accounting.\n Experience reviewing 1040 and 1041 returns.\n Strong tax research skills.\n Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.\n Proficiency in tax software, preferably CCH Axcess.\n Leadership experience, with the ability to motivate and develop a team of tax professionals.\n\n\nRequired Skills:\n\n Tax compliance and planning expertise.\n Strong analytical and problem-solving skills.\n Effective communication skills.\n\n\nPreferred Skills:\n\n Experience with CCH Axcess software.\n Leadership and team management experience.\n\n\nPay range and compensation package: Salary $130,000 - $190,000.\n\nEqual Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices and encourage applications from all qualified individuals.\n