Remote HNW Tax Manager — Wealth & Estates Advisory

Remote; San Francisco (CA); Remote; USD 150,000 - 230,000; Full time

Job summary

Frazier & Deeter is seeking a high-net-worth Tax Manager to lead planning, management, and review of client engagements for individuals, families, and closely held entities. You will provide proactive tax planning, wealth preservation solutions, and advisory services in a multi-jurisdictional context.

As a key contact for designated clients, you will develop relationships, support business development, and ensure high-touch service while navigating complex tax laws and IRS guidance.

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience in HNW tax planning and consulting.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Lead tax engagements from start to finish: planning, budgeting, execution and delivery.
• Develop and maintain strong client relationships through exceptional service.
• Ensure timely and accurate filing of client returns and compliance with deadlines.
• Review team work and provide constructive feedback for quality and accuracy.
• Apply knowledge of federal, state, and local tax regulations to client issues.
• Identify and analyze tax issues; communicate conclusions with authority and documentation.
• Support business development and multi-jurisdictional tax planning considerations.

Skills

High net worth tax planning

Client relationship management

Tax consulting

Leadership / staff supervision

Tax analysis

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Active CPA license

Tools

CCH Axcess

Microsoft Office Suite

Job description

Frazier & Deeter is seeking a high-net-worth Tax Manager to lead planning, management, and review of client engagements for individuals, families, and closely held entities. You will provide proactive tax planning, wealth preservation solutions, and advisory services in a multi-jurisdictional context.

As a key contact for designated clients, you will develop relationships, support business development, and ensure high-touch service while navigating complex tax laws and IRS guidance.