Senior Tax Manager, High Net Worth

Frazier & Deeter; Pensacola (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm, seeks a Senior Manager for its High Net Worth tax practice. You will plan, manage, and review complex engagements for high net worth clients, guiding teams and advising on sophisticated tax and wealth planning matters to support firm growth.

You will lead client meetings, ensure compliance, and develop long-term relationships, partnering with senior staff to provide exemplary service and strategic tax insights across

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license required.
• 8+ years of progressive public accounting experience with HNW tax focus.
• Deep understanding of estate, gift, and trust tax laws.
• Expertise in IRC Sections 671-679 and estate tax principles.
• Familiarity with family office services and private foundations.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Lead tax engagements from start to finish, including planning, budgeting, execution and delivery.
• Develop and maintain strong client relationships with exceptional service.
• Lead client meetings and presentations, communicating tax concepts clearly.
• Ensure timely and accurate filing of client tax returns and regulatory compliance.
• Review work and provide feedback to ensure quality and accuracy.
• Monitor engagement profitability through budgeting, billing, and client management.

Skills

Tax planning

Analytical skills

Client relationships

Project management

Team leadership

Communication

Education

Accounting degree

CPA license

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 and are responsible for planning, 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 several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax 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 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
• 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