Senior Tax Manager

Brewer Morris; Atlanta (GA); Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with company match

Professional development opportunities

Team-building events and travel

Job summary

Brewer Morris is seeking a Senior Tax Manager to lead the High Net Worth practice, advising sophisticated HNW/UHNW clients and overseeing complex tax engagements. The role emphasizes client advisory, mentorship, and leadership with flexibility for remote work in Central or Eastern Time Zones.

You will review multi-faceted tax returns, guide planning strategies, and collaborate with colleagues to drive client service and practice growth within a confidential search process.

Qualifications

• 8+ years of progressive public accounting tax experience.
• Strong experience with HNW/UHNW individual tax compliance and planning.
• CPA or EA preferred; must reside in the Central or Eastern Time Zones.

Responsibilities

• Review and manage complex individual, trust, and pass-through entity tax returns.
• Advise HNW and UHNW clients on tax planning and compliance matters.
• Lead tax engagements and collaborate with preparers and reviewers across both individual and business returns.
• Mentor and develop tax staff and seniors.
• Build strong client relationships and serve as a trusted advisor.
• Identify planning opportunities and provide strategic tax guidance.
• Collaborate with firm leadership on client service initiatives and practice growth.

Skills

Tax planning

Client advisory

Team leadership

Communication skills

Education

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Job description

Senior Tax Manager | High Net Worth (HNW) & Ultra High Net Worth (UHNW) Clients

Remote - Central or Eastern Time Zone Preferred

*** Opportunity to take over a BoB in coming years***

A highly respected public accounting and advisory firm is conducting a confidential search for a Senior Tax Manager to join its growing High Net Worth practice. This role offers the opportunity to work with sophisticated HNW/UHNW clients, complex pass-through entity structures, and family-owned businesses while providing a clear path toward expanded leadership and client ownership responsibilities.

The Opportunity

This position is ideal for a tax professional who thrives in a client-facing advisory environment and enjoys partnering with successful individuals, families, and privately held businesses.

The selected candidate will oversee the review and management of complex tax engagements, serve as a trusted advisor to clients, and mentor a team of tax professionals. The role offers significant visibility within the firm and the ability to help shape the future direction of your career.

What You'll Be Doing

• Review and manage complex individual, trust, and pass-through entity tax returns
• Advise HNW and UHNW clients on tax planning and compliance matters
• Lead tax engagements and collaborate with preparers and reviewers across both individual and business returns
• Mentor and develop tax staff and seniors
• Build strong client relationships and serve as a trusted advisor
• Identify planning opportunities and provide strategic tax guidance
• Collaborate with firm leadership on client service initiatives and practice growth
• Build long-term client relationships and business development opportunities

Ideal Background

• 8+ years of progressive public accounting tax experience
• Strong experience with HNW/UHNW individual tax compliance and planning
• Significant exposure to pass-through entities (Partnerships and S-Corporations)
• Experience reviewing complex federal and multi-state tax returns
• CPA or EA preferred
• Strong client communication and relationship management skills
• Leadership experience managing and developing staff
• Fully remote position
• Candidates must reside in the Central or Eastern Time Zones
• Candidates located in New York and California are not being considered at this time
• Local employees typically gather in person once per week, including complimentary team lunches
• Firm-sponsored team-building events held twice annually, with travel provided for remote employees
• Competitive compensation package
• Robust healthcare benefits
• 401(k) with company match
• Professional development and advancement opportunities
• Supportive, collaborative culture focused on long-term succes