Senior Tax Manager

Distinct | North America; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Distinct | North America in Boca Raton is seeking a Senior Tax Manager for Private Client Services. You will advise high net worth individuals and families on complex tax matters, including trusts, estates, and family investment partnerships, while maintaining strong client relationships.

You will oversee tax planning and compliance, develop wealth preservation strategies, and lead a team, collaborating with clients' attorneys and financial advisors.

Qualifications

• Strong public accounting experience in high-net-worth taxation.
• Experience with trusts, estates, family investment partnerships and private foundations.

Responsibilities

• Oversee tax planning and compliance for high-net-worth clients.
• Develop estate and wealth preservation strategies.
• Manage a tax team and collaborate with clients' attorneys and financial advisors.
• Advise clients on complex tax matters and client relationships.

Skills

HNW taxation

Fiduciary tax

Estate planning

Job description

Senior Tax Manager | HNW / Private Client Services | Boca Raton

There's a big difference between preparing tax returns for wealthy clients and actually helping them make decisions about their wealth.

If you enjoy the relationship side of Private Client Services just as much as the technical work, this could be a particularly interesting move.

You'd be joining one of the country's most respected accounting and advisory firms, working with high net worth individuals, families, privately held businesses and investment funds.

The firm has built its reputation on exceptional client service, technical expertise and long standing relationships. It's also consistently recognised as one of the best accounting firms to work for, which is always a good sign.

And there's plenty happening behind the scenes.

The firm is entering an exciting period of growth, bringing together its established New York presence with the resources and opportunities of a much larger national organisation.

Essentially, you'll get the interesting clients and resources of a major firm, without losing the personal relationships that make Private Client Services enjoyable.

As Senior Tax Manager, you'll advise high net worth individuals and families on complex tax matters, including trusts, estates, family investment partnerships and private foundations.

You'll oversee tax planning and compliance, develop estate and wealth preservation strategies, manage a team and work closely with clients' attorneys and financial advisors.

They're looking for someone with strong Public Accounting experience, particularly in HNW taxation, fiduciary tax and estate planning. Someone technically strong who enjoys building relationships and wants to be seen as a trusted advisor rather than simply another reviewer.

If you're at the stage of your career where you want to be valued for your advice rather than just the number of returns you review, this could be a very good move.

You'll have the opportunity to work with sophisticated clients, develop your expertise and build a long term career within a firm that's investing in its future.