High Net Worth Senior Tax Manager

Frazier & Deeter; Tampa (FL); On-site; USD 100,000 - 130,000; Full time

Job summary

Frazier & Deeter in Tampa, Florida is seeking a HNW Tax Senior Manager. This role involves leading teams, managing tax engagements for high net worth clients, and delivering exceptional service while ensuring compliance with tax regulations.

The ideal candidate will have over 8 years of progressive public accounting experience, active CPA license, and a deep understanding of complex tax laws. You will work closely with clients and partners to develop tax strategies that minimize liabilities while maintaining compliance.

Qualifications

• 8+ years of public accounting experience with focus on high net worth tax planning.
• Deep understanding of estate, gift, and trust tax laws.
• Expertise in IRC Sections 671-679 and estate tax law principles.

Responsibilities

• Manage and review complex tax returns for high net worth individuals.
• Lead tax engagements from start to finish including planning and budgeting.
• Ensure timely and accurate filing of client tax returns.

Skills

Analytical skills

Project management

Tax planning

Client communication

Education

Bachelor's or Master's degree in Accounting

Active CPA license

Tools

CCH Axcess

Microsoft Office Suite

Job description

Job Summary

As a HNW Tax Senior Manager, you work closely with partners, staff, and high net worth clients and are responsible for planning, managing, reviewing, and completing complex client engagements. You serve as a leader within the practice, guiding teams, advising clients on sophisticated tax and wealth planning matters, and playing a key role in the growth of the firm’s high net worth practice.

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.

Duties & Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
• Extensive knowledge of federal, state, and local tax regulations
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
• Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Education & Experience

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 8 + 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