Remote-Friendly Tax Senior Manager, High Net Worth

Plante Moran; Wakefield; Hybrid; GBP 102,000 - 139,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Flexible time off

Meal reimbursement

Pension plan

Discretionary bonus

Job summary

Plante Moran in Wakefield, United Kingdom, is seeking an experienced Tax Principal to lead client engagements in wealth management and estate planning. The role requires strong leadership, deep tax knowledge, and a client-focused approach to deliver compliant, tax-advantaged strategies.

You will supervise staff, review complex tax returns for high-net-worth individuals and entities, and collaborate across service lines to optimize client outcomes while managing deadlines and travel expectations.

Qualifications

• Bachelor’s degree in accounting or finance; CPA or Bar License required.
• 10+ years of recent tax compliance experience; experience in public accounting is preferred.
• Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations.

Responsibilities

• Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family.
• Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and tax exposures.
• Involvement in estate planning and wealth transfer projects.
• Supervising and training of staff and interns assigned to these engagements.
• Demonstrate ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met.

Skills

Leadership

Client relationship management

Tax planning

Communication

Education

Bachelor's degree in accounting or finance

CPA or Bar License

Job description

Plante Moran in Wakefield, United Kingdom, is seeking an experienced Tax Principal to lead client engagements in wealth management and estate planning. The role requires strong leadership, deep tax knowledge, and a client-focused approach to deliver compliant, tax-advantaged strategies.

You will supervise staff, review complex tax returns for high-net-worth individuals and entities, and collaborate across service lines to optimize client outcomes while managing deadlines and travel expectations.