Remote HNW Tax Manager - Wealth Advisory

Frazier & Deeter; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Frazier & Deeter in the United States is seeking a Senior HNW Tax Manager to lead planning, management, review, and completion of engagements for high net worth individuals and closely held entities. You will provide proactive tax planning and wealth preservation strategies, support business development, and serve as the primary contact for designated clients, delivering a high-touch advisory experience.

A CPA license, 5+ years of public accounting with an HNW tax focus, and experience with

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience in HNW tax.
• Deep knowledge of estate, gift, and trust tax laws.

Responsibilities

• Manage and review complex tax engagements for HNW clients.
• Lead planning, budgeting, execution, and delivery of engagements.
• Develop tax planning strategies and client relationships.
• Ensure compliance with federal, state, and local tax regulations.

Skills

Analytical skills

Project management

Client relationship management

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting (preferred)

CPA license

Tools

CCH Axcess

Microsoft Office Suite

Job description

Frazier & Deeter in the United States is seeking a Senior HNW Tax Manager to lead planning, management, review, and completion of engagements for high net worth individuals and closely held entities. You will provide proactive tax planning and wealth preservation strategies, support business development, and serve as the primary contact for designated clients, delivering a high-touch advisory experience.

A CPA license, 5+ years of public accounting with an HNW tax focus, and experience with