Senior Tax Manager

NextPlay Jobs; United States; Remote; USD 140,000 - 200,000; Full time

Benefits offered by this job

Bonus + long-term incentive

Job summary

NextPlay Jobs, a growing fee‑only wealth management firm, is seeking a Senior Tax Manager to advance its in-house tax practice. You will work with high‑net‑worth individuals on complex tax matters and become a senior voice within the tax function.

This role emphasizes proactive tax planning integrated into clients’ financial strategy, with opportunities to mentor staff and shape processes as the practice grows. Fully remote from the United States.

Qualifications

• Significant public accounting tax experience.
• Deep experience with high-net-worth individual taxation.
• Strong knowledge of individual, fiduciary and gift taxation.
• Experience with complex tax planning and projections.
• Demonstrated review experience.
• Confidence working directly with sophisticated clients.
• Experience mentoring and developing tax professionals.
• CPA or EA.

Responsibilities

• Lead tax planning, projections and year-round strategy.
• Review complex individual, fiduciary and gift tax returns.
• Work alongside wealth management professionals supporting the same clients.
• Mentor and develop other tax professionals.
• Help shape processes and standards as the internal tax function grows.
• Build deeper, longer-term client relationships beyond the traditional compliance cycle.

Skills

Public accounting tax

HNW taxation

Individual tax

Fiduciary tax

Gift tax

Tax planning

Projections

Reviewing returns

Mentoring

Client relationships

CPA/EA

Education

CPA or EA

Job description

You’ve built your career advising high-net-worth clients. You know the complexity, the deadlines, the responsibility—and probably another busy season isn’t what’s going to convince you to make a move.

This might.

We’re partnering with a growing, fee-only wealth management firm that is continuing to build its in-house tax practice and is adding a Senior Tax Manager to play a meaningful role in what comes next.

This is an opportunity to step beyond traditional public accounting while keeping the sophisticated tax work you’ve spent your career mastering.

You’ll work directly with high-net-worth individuals and families on complex individual, fiduciary, gift and estate-related tax matters, while becoming a senior voice within a growing tax function.

Why This Role Stands Out

This isn’t a move away from tax. It’s an opportunity to practice it differently.

Rather than seeing tax as a once-a-year transaction, this team integrates tax planning into the broader financial picture of its clients.

You’ll have the opportunity to:

• Advise high-net-worth individuals and families on complex tax matters
• Lead tax planning, projections and year-round strategy
• Review complex individual, fiduciary and gift tax returns
• Work alongside wealth management professionals supporting the same clients
• Mentor and develop other tax professionals
• Help shape processes and standards as the internal tax function continues to grow
• Build deeper, longer-term client relationships beyond the traditional compliance cycle

What We’re Looking For

We’re looking for an experienced tax professional who has already established credibility in the high-net-worth individual tax space and is ready for broader ownership.

Strong candidates will bring:

• Significant public accounting tax experience
• Deep experience with high-net-worth individual taxation
• Strong knowledge of individual, fiduciary and gift taxation
• Experience with complex tax planning and projections
• Demonstrated review experience
• Confidence working directly with sophisticated clients
• Experience mentoring and developing tax professionals
• CPA or EA

This opportunity is focused on high-net-worth individual taxation and advisory—not corporate tax.

For an accomplished tax professional who has built a career in public accounting, this offers something different: the opportunity to bring that expertise into an environment where tax is part of the client's broader financial strategy, relationships extend beyond a filing deadline, and your experience can help shape a growing tax practice.

Additional Compensation: Bonus + long-term incentive opportunity

Location: Fully Remote – U.S.