Tax Manager, High Net Worth
Role Overview
As a HNW Tax Manager, you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements.
You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations.
You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience.
Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws.
In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice.
We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Key Skills for This Role
Full Job Posting
Education & Experience
- A Bachelor’s degree and/or Master’s degree in Accounting.
- Active CPA license required.
- 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
- Deep understanding of estate, gift, and trust tax laws and their application.
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private foundation structures
- Proven expertise in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
- #LI - remote
- Salary Range
- Salary Range$120,000—$150,000 USD
About Frazier & Deeter
Top 50 accounting and advisory firm serving global clients.
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