Remote HNW Tax Manager | Wealth Planning & Strategy

Frazier & Deeter; Huntsville (AL); Remote; USD 120,000 - 150,000; Full time

Job summary

Frazier & Deeter is seeking a High Net Worth Tax Manager to lead planning, management, review, and completion of client engagements for high net worth individuals and closely held entities. You will provide proactive tax planning and wealth preservation strategies while supporting business development and client relationships.

The role involves managing complex tax engagements, staying compliant with evolving tax laws, and coordinating with partners and staff to deliver high-touch advisory

Qualifications

• Bachelor’s or Master’s in Accounting required; CPA license required.
• 5+ years of progressive public accounting experience with HNW tax focus.
• Deep knowledge of estate, gift, and trust tax rules and application.
• Experience supervising and delivering high-quality client service.
• Proficiency with tax software and MS Office Suite.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, trusts, and closely held entities.
• Lead tax engagements from planning through delivery, including budgeting and fees.
• Develop and maintain strong client relationships with designated clients.
• Ensure timely and accurate filing of client tax returns and compliance.
• Review work of team members and provide constructive feedback for quality.
• Interpret and apply federal, state, and local tax regulations.

Skills

Tax planning

Client relationships

Project management

Analytical skills

Regulatory knowledge

CPA guidance

Education

Bachelor’s or Master’s in Accounting

Active CPA license

Tools

CCH Axcess

Microsoft Office

Job description

Frazier & Deeter is seeking a High Net Worth Tax Manager to lead planning, management, review, and completion of client engagements for high net worth individuals and closely held entities. You will provide proactive tax planning and wealth preservation strategies while supporting business development and client relationships.

The role involves managing complex tax engagements, staying compliant with evolving tax laws, and coordinating with partners and staff to deliver high-touch advisory