HNW Tax Manager — Hybrid, No Billable Hours, Growth

Brewer Morris

Cincinnati (OH)

Hybrid

USD 130,000 - 160,000

Full time

4 days ago
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Job summary

Brewer Morris in Cincinnati, OH is seeking a High Net Worth Tax Manager to lead aspects of a growing tax team serving HNW and UHNW clients nationwide. You will review and sign complex returns, advise clients on intricate tax matters, and mentor junior staff while maintaining a strong focus on work-life balance and service excellence.

This role requires expertise with partnerships, trusts, estates, and pass-through entities, with opportunities to shape client strategy and collaborate across the

Qualifications

  • 5–7+ years of public accounting tax experience.
  • Strong experience with Forms 1040 and 1041.
  • Experience reviewing tax returns.
  • Sign-off authority preferred for manager-level candidates.
  • Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus.
  • CPA preferred.

Responsibilities

  • Review and sign complex individual, trust, and fiduciary tax returns.
  • Advise high-net-worth and ultra-high-net-worth clients on tax matters.
  • Review Forms 1040 and 1041 and provide guidance to staff and seniors.
  • Work with partnerships, S corporations, trusts, estates, and other pass-through entities.
  • Collaborate with clients and internal teams to deliver a high level of service.
  • Mentor and develop junior tax professionals.

Skills

Public accounting tax experience
Tax advisory
Mentoring/leadership

Education

CPA preferred

Tools

1040 tax form expertise
1041 tax form expertise

Job description

Brewer Morris in Cincinnati, OH is seeking a High Net Worth Tax Manager to lead aspects of a growing tax team serving HNW and UHNW clients nationwide. You will review and sign complex returns, advise clients on intricate tax matters, and mentor junior staff while maintaining a strong focus on work-life balance and service excellence.

This role requires expertise with partnerships, trusts, estates, and pass-through entities, with opportunities to shape client strategy and collaborate across the

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