Tax Manager, High Net Worth

The Client:

Our client is a premier boutique accounting and advisory and accounting litigation practice, serving High Net Worth clients in the US. This client is committed to a culture of multi-generational collaboration, and building authentic, lasting relationships with our clients and our team members and is expanding rapidly.

Position Overview:

The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This role offers the flexibility to manage your own schedule, significant career advancement opportunities with direct partner mentorship, and clear partner-track potential for those who desire it.

The role we have open is a Tax Manager level opening in the High Net Worth practice. The practice serves closely held businesses, real estate developers, high-net-worth investors, community associations, attorneys, and specialty real estate programs. Relocation is a consideration.

Responsibilities:

• Preparation and review of high net worth individual and small to medium size business tax returns for gift, estate and tax-exempt entities
• Professionally manage all aspects of the client relationship
• Prepare financial statements
• Auditing support
• Client communication and supervising firm staff
• Offsite work at the client's location

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA license is highly desired (or active pursuit with completion expected within 12 months)
• Master's degree in Taxation (MST) or Juris Doctorate (JD) a plus.
• 6–8 years of public accounting experience focused in tax, including 4 years specializing in high-net-worth tax. Leadership experience (minimum 3 years) in supervising or managing teams is a plus.
• Proficient in preparing and reviewing complex K-1s for partnerships, S-corps, and trusts, including tracking partner/shareholder basis and flow-through income allocations
• Experience with gift and estate tax return preparation (Forms 706, 709) and related planning strategies for high-net-worth clients
• Knowledge of fiduciary income tax matters, including trust accounting income and Form 1041 preparation and review
• Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.  Proficiency UltraTax a plus
• Experience with small and mid-sized Tax firms is required

This exclusive opportunity is brought to you by Linking Organizations & Workforce (BSI), a boutique executive search firm partnering exclusively with top-tier organizations to identify transformational leadership talent. We distinguish ourselves through our authentic, relationship-centered approach and unwavering commitment to quality taking the time to deeply understand both your career vision and our clients' distinctive cultures. Our personalized search methodology and dedication to excellence have earned the trust of industry-leading firms who rely on us to build their most critical leadership teams. For confidential discussions about this role or other executive opportunities with premier organizations, contact Barbara directly at hire@bsalvadorinternational.com

Equal Employment Opportunity Statement

We are an equal opportunity employer committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We comply with all applicable federal, state, and local employment laws and are committed to providing reasonable accommodations to qualified individuals with disabilities during the application process and employment.

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