Remote Tax Senior, High Net Worth Strategy Lead

NorthPoint Search Group

Atlanta (GA)

Remote

USD 180,000 - 260,000

Full time

3 days ago

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Job summary

CRI is seeking The Tax Manager – High Net Worth to join its centralized tax team and oversee referrals for ultra-high-net-worth clients. You will blend deep tax expertise with client coordination and strategic oversight, ensuring every case is routed to the right office with concierge-level service.

This fully remote role requires 5+ years in public accounting serving HNW individuals and a CPA, JD, or EA designation.

Qualifications

CPA, JD, or EA is required.
5+ years of public accounting experience focused on ultra-high-net-worth individuals.
Strong communication and relationship-management abilities.
Proven ability to work effectively in a fully remote team environment.

Responsibilities

Review and evaluate incoming HNW client referrals to assess complexity, timing, and service needs.
Determine appropriate partner or office placement and facilitate seamless handoffs.
In select cases, manage HNW engagements directly within the corporate team.
Serve as the relationship liaison between wealth advisors, firm leadership, and nationwide offices.
Provide final technical review of 1041 trust and estate income tax returns.
Research complex tax issues and provide strategic recommendations.
Oversee planning, organizing, and coordinating client interactions and timelines.
Communicate directly with clients to ensure exceptional service and alignment with their best interests.
Direct and support team members by establishing objectives, managing workloads, and fostering a high-quality work environment.
Monitor the quality of deliverables and evaluate team performance.
Manage billing, collections, WIP monitoring, aging, and write-downs.