HNW Tax Senior Manager

Madison-Davis, LLC; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Madison-Davis, LLC seeks a Senior Tax Manager to lead complex tax planning and compliance engagements for high-net-worth individuals, trusts, estates, family offices, and closely held entities. You will mentor staff, manage client relationships, and collaborate with attorneys and advisors on wealth preservation strategies.

The role emphasizes fiduciary taxation, estate and gift tax planning, and sophisticated wealth transfer strategies for multigenerational families.

Qualifications

• CPA required; advanced taxation degree (Master's in Taxation, JD, or LLM) is a plus.
• 8+ years of public accounting experience focused on private client, trust, estate, and fiduciary taxation.
• Strong knowledge of trust, estate, gift, and individual income taxation.
• Experience advising high-net-worth individuals, families, family offices, and closely held businesses.
• Experience reviewing fiduciary tax returns and estate planning structures.

Responsibilities

• Lead tax planning and compliance engagements for high-net-worth individuals, trusts, estates, and related entities.
• Serve as primary advisor and relationship manager for private clients and multi-generational families.
• Develop and implement estate, gift, and wealth transfer planning strategies.
• Review fiduciary and estate tax returns for accuracy and compliance.
• Mentor staff and supervise engagements; collaborate with attorneys and external advisors.
• Help grow the private client services practice and strengthen client relationships.

Skills

CPA

Public accounting

Trust taxation

Estate taxation

Gift tax planning

Tax planning

Mentoring staff

Client relations

Communication

Leadership

Education

Master's in Taxation

JD

LLM

Job description

ABOUT THE ROLE

A growing public accounting and advisory firm is seeking a Senior Tax Manager to lead complex tax planning and compliance engagements for high-net-worth individuals, families, trusts, estates, family offices, and closely held entities. This role combines technical tax expertise with client advisory responsibilities and offers the opportunity to serve as a trusted advisor on sophisticated wealth transfer and estate planning matters. The ideal candidate will have deep experience in fiduciary taxation, estate and gift tax planning, trust taxation, and high-net-worth client service. This individual will also play a leadership role in mentoring staff, managing client relationships, and collaborating with external advisors to deliver comprehensive wealth preservation strategies.

RESPONSIBILITIES

• Manage tax planning and compliance engagements for high-net-worth individuals, trusts, estates, family partnerships, and private foundations.
• Serve as the primary advisor and relationship manager for a portfolio of private clients and multi-generational families.
• Develop and implement sophisticated estate, gift, and wealth transfer planning strategies.
• Review fiduciary, individual, gift, and estate tax returns for accuracy and compliance.
• Advise clients on tax-efficient wealth preservation, charitable giving, and succession planning strategies.
• Review trust and estate structures to ensure alignment with client objectives and tax planning opportunities.
• Collaborate with attorneys, investment advisors, family office professionals, and other external advisors.
• Assist clients with complex trust administration and estate settlement matters.
• Monitor changes in tax legislation and proactively advise clients on planning opportunities.
• Mentor and develop tax professionals through technical guidance, review, and coaching.
• Participate in business development activities and help strengthen long-term client relationships.
• Support the growth and expansion of the private client services practice.

QUALIFICATIONS

• CPA required;Master's in Taxation, JD, or LLM is a plus.
• 8+ years of public accounting experience focused on private client, trust, estate, and fiduciary taxation.
• Strong technical knowledge of trust, estate, gift, and individual income taxation.
• Experience advising high-net-worth individuals, families, family offices, and closely held businesses.
• Knowledge of wealth transfer planning, charitable planning, and estate administration.
• Experience reviewing complex fiduciary tax returns and estate planning structures.
• Strong client relationship management and advisory skills.
• Proven ability to manage multiple engagements and mentor staff.
• Excellent communication, presentation, and interpersonal skills.
• Experience collaborating with attorneys and external advisors on integrated planning strategies.