HNW Tax Senior Manager — Planning & Wealth (Hybrid)

Frazier & Deeter; Canton (MA); Hybrid; USD 150,000 - 220,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm, seeks a HNW Tax Senior Manager who collaborates with partners, staff, and high net worth clients to plan, manage, review, and complete complex engagements. You will guide teams and advise on sophisticated tax and wealth planning matters to grow the firm’s high net worth practice.

Our professionals focus on minimizing tax liabilities while staying compliant with changing laws, offering consulting and compliance tax services

Qualifications

• Bachelor’s and/or Master’s in Accounting; CPA license required.
• 8+ years in progressive public accounting with HNW tax focus.
• Expertise in estate, gift, and trust tax laws and IRC 671–679.

Responsibilities

• Manage and review complex tax returns for high net worth individuals.
• Lead tax engagements from planning through delivery.
• Develop and maintain strong client relationships with exceptional service.
• Lead client meetings and articulate tax concepts clearly.
• Monitor engagement profitability, budgets, and client expectations.
• Review team work to ensure quality and accuracy.

Skills

Tax planning

HNW tax expertise

Public accounting

Team leadership

Budgeting

Education

Bachelor’s/Master’s in Accounting

CPA license

Tools

CCH Axcess

Microsoft Office

Job description

Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm, seeks a HNW Tax Senior Manager who collaborates with partners, staff, and high net worth clients to plan, manage, review, and complete complex engagements. You will guide teams and advise on sophisticated tax and wealth planning matters to grow the firm’s high net worth practice.

Our professionals focus on minimizing tax liabilities while staying compliant with changing laws, offering consulting and compliance tax services