Senior Tax Manager, High Net Worth

Frazier & Deeter; Huntsville (AL); Hybrid; USD 150,000 - 220,000; Full time

Job summary

Frazier & Deeter in Huntsville, AL, seeks an experienced HNW Tax Senior Manager to lead complex engagements for high-net-worth clients, guiding teams from planning to delivery while optimizing tax strategies and ensuring compliance. We value client service, strong communication, and the ability to manage multiple engagements.

CPA license and 8+ years in public accounting are required, with expertise in estate, gift, and trust taxes.

Qualifications

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license is required.
• 8+ years of progressive public accounting experience focused on HNW tax planning, compliance, and consulting.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
• Familiarity with family office services and private foundation structures.
• Experience supervising, training, developing, and reviewing staff.

Responsibilities

• Manage and review complex tax returns for high net worth individuals and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
• Extensive knowledge of federal, state, and local tax regulations
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
• Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Skills

Project management

Client relationship management

Tax planning

Communication skills

Attention to detail

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

CPA license

Experience in HNW tax

Tools

CCH Axcess

Microsoft Office

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary:

As a HNW Tax Senior Manager , you work closely with partners, staff, and high net worth clients andare responsible forplanning, managing, reviewing, and completing complex client engagements. You serve as a leader within the practice, guiding teams, advising clients on sophisticated tax and wealth planning matters, and playing a key role in the growth of the firm’s high net worth practice.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer severaladditionalservices, including stock option planning and international tax advice. We also provide expert consultationregardingtax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties & Responsibilities:

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
• Extensive knowledge of federal, state, and local tax regulations
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
• Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Education & Experience:

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 8+ years of progressive public accounting experience, with a focus onHNW tax planning, compliance, and consulting.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
• Familiarity with family office services and private foundation structures
• Proven expertise in overseeing complex client engagements and delivering high-quality client service
• Ability to develop tax planning strategies for clients
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

#LI - hybrid

Salary Range

Salary Range

$150,000—$220,000 USD