Senior Tax Manager - High Net Worth

Albin Randall & Bennett; Portland (ME); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Tuition assistance

Job summary

A prominent accounting firm in Portland, Maine, is seeking a Senior Tax Manager to provide exceptional tax services for high net worth clients. This role involves reviewing tax returns, advising clients on complex tax strategies, and leading client service teams. Candidates should have over 10 years of public accounting experience and strong communication skills. A family-friendly environment with benefits like medical insurance, 401(k), and professional development is offered.

Qualifications

• Track record in public accounting with leadership skills.
• Ability to manage multiple engagements and deadlines.
• Experience in developing team members professionally.

Responsibilities

• Review tax returns for high net worth clients.
• Advise on complex tax planning strategies.
• Lead client service teams ensuring excellent service.

Skills

Technical expertise in tax

Leadership skills

Client management

Strong communication

Education

10+ years of experience in public accounting

Tools

CCH Axcess

Caseware

CCH Fixed Assets

Job description

Overview

ARB’s Private Client/Family Office practice is expanding, and we are excited to add a Senior Tax Manager to our team. As our next Senior Tax Manager, you are motivated by high-quality client service, mentorship, and making an impact in a collaborative and inclusive environment. If you are a self-starter with strong private client/family office tax experience and enjoy working with dynamic clients across diverse industries, we welcome the opportunity to connect about the Senior Tax Manager opportunity on the Private Client Services Team here at ARB.

Responsibilities

• Review tax returns for high net worth clients including individuals, Trusts, Gift, and related passthrough businesses, with a focus on accuracy and compliance.
• Act as an advisor to high net worth clients on complex tax planning strategies including wealth transfer considerations.
• Champion, train, and support team members in their technical and professional development.
• Structure, oversee, and collaborate with our leadership team on a variety of engagements.
• Lead client service teams with a people-first mindset, ensuring excellent service, timely execution, and ongoing team growth.
• Research and communicate solutions to complex tax issues, leveraging creativity and deep tax law knowledge and related implications.
• Collaborate with other professional advisors including attorneys, financial advisors and insurance advisors.

Qualifications

• A solid track record within public accounting; with a proven mix of strong technical expertise, leadership, and client management skills. (Ideally, 10+ yrs of experience)
• A confidence working with CCH Axcess, Caseware, and CCH Fixed Assets (or similar tax software).
• Strong written and verbal communication skills, with the ability to clearly explain complex tax matters to diverse audiences both internally and externally.
• Proven relationship-building and project management skills, with a client-focused approach.
• Ability to manage multiple engagements and deadlines while fostering a collaborative work environment.
• Readiness to actively engage in ARB’s client-centric, team-oriented culture.

Benefits (inferred from description)

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Disability insurance
• Tuition assistance

Why ARB

At ARB, we empower you to shape your own career success. Our flexible, supportive workplace prioritizes work-life harmony, fosters a culture of belonging, and offers extensive professional development to help you achieve your goals. As a Senior Tax Manager, you will enjoy competitive compensation, comprehensive benefits, and the opportunity to thrive in a family-friendly environment.

Equal Employment Opportunity

ARB provides equal employment opportunities and cultivates an environment where everyone can excel.

Notice to Third Party Agencies

ARB is not accepting unsolicited resumes from staffing agencies or recruiters. Any submissions of an unsolicited resume to ARB or directly to any of our employees is done so with the acknowledgment that the resume becomes the property of ARB. ARB reserves the right to hire the candidate(s) at its sole discretion without any obligation to pay a fee to the submitting party.