High Net Worth Tax Manager - Remote/Hybrid

Leoforce; North Bethesda (MD); Hybride; USD 130 000 - 200 000; Plein temps

Avantages offerts par ce poste

401(k) with employer match

Medical, dental, vision, and short/dis

27 PTO days

CPE and career development support

Collaborative culture with real work/l

Résumé du poste

Leoforce in the DC area is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You will review complex returns, mentor associates, and manage client relationships across multiple engagements.

Hybrid or remote work options are available. A CPA/EA with 8+ years in high-net-worth tax is preferred, and CCH Axcess experience is a plus.

Qualifications

• Active CPA or EA required.
• Bachelor's degree in accounting.
• 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning.
• Experience reviewing Form 1040 and 1041 returns.
• Strong tax research skills.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus.
• CCH Axcess experience preferred.
• Leadership experience, with the ability to motivate and develop a team.
• Excellent communication and interpersonal skills.

Responsabilités

• Serve as the main contact for high-net-worth individuals and families, building advisory relationships.
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments.
• Research complex tax questions, flag risks and opportunities, and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extension calculations.
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel.
• Manage multiple engagements with deadlines, budgets, and client expectations.
• Review staff and senior workpapers, coach and mentor associates, and manage scheduling during busy season.
• Look for opportunities to expand services within existing client relationships.
• Stay current on changing tax laws and regulations.

Connaissances

Leadership

Communication

Tax research

Mentoring

Formation

Bachelor's degree in accounting

CPA or EA

Outils

CCH Axcess

Description du poste

Leoforce in the DC area is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You will review complex returns, mentor associates, and manage client relationships across multiple engagements.

Hybrid or remote work options are available. A CPA/EA with 8+ years in high-net-worth tax is preferred, and CCH Axcess experience is a plus.