High Net Worth Tax Manager | Leadership & Compliance

Current; Saint Paul (MN); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

401(k) plan with employer contribution

Becker & LinkedIn Learning

Job summary

Current is seeking a Tax Manager – High Net Worth to organize and manage client assignments, coach team members, and deliver high‑quality tax planning and compliance for complex client needs.

The role requires leading multiple engagements, reviewing returns, and applying tax code provisions to unique family‑office situations while maintaining client relations and pursuing professional development.

Qualifications

• 5+ years of current or recent public accounting experience providing related tax experience.
• Experience leading Trust and Estate tax teams preferred.
• Bachelor’s Degree in Accounting or similar is required.
• Current CPA license is required.
• Experience leading teams and mentoring staff.

Responsibilities

• Manage multiple client engagements simultaneously ensuring overall success of each project.
• Maintain relationships with executives at multiple family offices.
• Prepare and review tax returns for individuals, trusts, estates, partnerships, corporations, and real estate entities.
• Supervise and review team members’ work for accuracy and compliance with standards.
• Mentor staff and assess performance for engagements and annual reviews.
• Advise clients and apply tax codes to complex scenarios.
• Communicate actively with clients to manage expectations and satisfaction.
• Contribute to firm-wide initiatives including recruitment and business development.

Skills

Leadership

Mentoring

Client management

Tax research

Education

Bachelor's degree in Accounting

Tools

CPA license

Job description

Current is seeking a Tax Manager – High Net Worth to organize and manage client assignments, coach team members, and deliver high‑quality tax planning and compliance for complex client needs.

The role requires leading multiple engagements, reviewing returns, and applying tax code provisions to unique family‑office situations while maintaining client relations and pursuing professional development.