About this role

Leading tax planning, compliance, and advisory services for high-net-worth individuals and entities, the remote Senior Tax Manager will review complex tax returns, manage client engagements, and mentor tax professionals while delivering exceptional client service. Key responsibilities Lead tax planning and compliance for high-net-worth individuals, families, trusts, and closely held businesses Review complex federal, state, and local tax returns for accuracy and compliance Research and analyze complex tax issues, providing clear recommendations to clients and advisors Required qualifications CPA, EA, JD, or comparable advanced tax credential with a minimum of 8+ years of relevant tax experience Demonstrated expertise serving high-net-worth individuals and families, with significant experience in tax return reviews Strong technical knowledge of federal and state income tax, fiduciary income tax, and estate tax concepts Proven ability to lead engagements and manage competing deadlines effectively Proficiency in Microsoft Office applications, particularly Excel, and familiarity with tax technology tools

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