Senior Tax Manager

Proven Recruiting; United States; Remote; USD 120,000 - 135,000; Full time

Job summary

Join a national wealth management firm as a Tax Professional to shape their tax function and mentor staff. This fully remote role requires strong expertise in tax planning and compliance, focusing on high-net-worth clients. You'll collaborate with advisors to deliver integrated financial strategies and drive process improvements.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 7+ years of experience in public accounting or wealth management tax environment.
• Strong technical expertise in individual, fiduciary, and partnership taxation.

Responsibilities

• Manage and review complex tax returns for high-net-worth clients.
• Lead a team of tax professionals and mentor staff.
• Collaborate with wealth advisors for tax-optimized strategies.

Skills

Leadership

Communication

Tax Planning

Risk Mitigation

Education

Bachelor’s Degree in Accounting

CPA

Tools

CCH Axcess

Excel

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from Proven Recruiting

We’re partnering with a national, wealth management firm that’s expanding its tax function and seeking a tax professional to help scale and optimize its high-net-worth client services.

You’ll help shape the tax function, mentor staff, and be a trusted advisor to clients!

What You’ll Do:

• Manage and review complex individual, trust, partnership, and corporate tax returns for high-net-worth clients.
• Lead a team of tax professionals—review work, provide feedback, and mentor staff through technical and professional development.
• Collaborate with wealth advisors and financial planners to deliver integrated, tax-optimized financial strategies.
• Research complex tax issues and provide guidance on tax planning, compliance, and risk mitigation.
• Drive process improvements and help implement best practices across the national tax team.
• Support tax leadership with scaling initiatives, systems upgrades, and team expansion.

Who You Are:

• Bachelor’s Degree in Accounting, Finance, or related field
• CPA or EA required
• 7+ years of experience in public accounting or a wealth management tax environment.
• Strong technical expertise in individual, fiduciary, and partnership taxation.
• Excellent communicator with a proven ability to lead teams and interact with clients.
• Comfortable with tax software (e.g., CCH Axcess or similar) and Excel modeling.

Why Join?

• Career Path: Join a company with strong leadership and a track record of internal promotions and long-term growth.
• Collaborative Culture: Work with wealth advisors and cross-functional teams to deliver real impact for clients.
• Flexibility: Fully remote opportunity; must be in the PST region as you will be supporting local clients

Compensation:

• Compensation is determined by several factors which may include skillset, experience level, and geographic location.
• The expected range for this role is $120,000 to $135,000 per year.
• Please note this range is an estimate and actual pay may vary based on qualifications and experience.

What now?

Send your resume to Adrianna @ [e-mail]

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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