Senior Tax Manager - HNW & FW

CyberCoders; North Charleston (SC); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Paid time off

Hybrid work

Parental leave

Medical, dental, and vision coverage

Mental health counseling

Leadership development

Relocation

Telecommute

Job summary

CyberCoders seeks a Senior Tax Manager in High Net Worth & Family Wealth to lead complex estate and trust engagements, delivering high-level tax compliance and strategic planning for affluent clients. You will sign off on technical work and guide engagements end-to-end while mentoring junior staff.

You will build trusted advisor relationships, collaborate with partners across tax and advisory, and help grow the HNW practice by sourcing opportunities and delivering integrated solutions.

Qualifications

• Active CPA license.
• 7+ years of public accounting with HNW, trusts, estates, and partnerships.
• Ability to manage multiple complex engagements and supervise teams.
• Strong client-facing communication and relationship-based business development.
• Proficiency with professional tax software (CCH Axcess, UltraTax).

Responsibilities

• Lead high-net-worth tax compliance and planning engagements.
• Serve as primary advisor to a defined client portfolio.
• Review and sign off on complex returns and memos.
• Oversee engagement lifecycles including scoping, budgeting, and staffing.
• Mentor tax staff and develop future leaders.
• Expand the HNW practice through referrals and cross-service opportunities.
• Collaborate across tax, assurance, and advisory teams to deliver integrated solutions.

Skills

CPA license

Client relationships

Leadership

Tax planning

Public accounting

Education

Masters in Taxation

JD/LLM

Tools

CCH Axcess

UltraTax

Job description

Senior Tax Manager High Net Worth & Family Wealth

If you are a seasoned tax professional ready to lead complex estate and family wealth engagements and step into a genuine path to firm leadership this is your next move.

What you will do

• Deliver high-level tax compliance and strategic consulting for high-net-worth individuals, families, trusts, and estates, including sophisticated estate, gift, and generation-skipping transfer planning.
• Serve as the primary trusted advisor to a defined client portfolio, building deep, lasting relationships that drive retention and organic growth.
• Review and sign off on complex returns and planning memos prepared by senior associates and managers, ensuring technical accuracy and timely delivery.
• Lead engagement lifecycles end-to-end scoping, budgeting, staffing, and quality control across multiple concurrent client matters.
• Mentor and develop tax staff through regular feedback, structured reviews, and hands-on coaching that builds the next generation of firm leaders.
• Expand the firms HNW practice by cultivating referral sources, attending professional and civic events, and identifying cross-service opportunities.
• Collaborate with partners across tax, assurance, and advisory to deliver integrated solutions to complex family wealth situations.

What you need

• Active CPA license.
• 7 plus years of public accounting experience with a focus on high-net-worth individuals, trusts, estates, and partnerships.
• Demonstrated ability to manage multiple complex engagements simultaneously and supervise multidisciplinary teams.
• Strong client-facing communication skills and a track record of relationship-based business development.
• Proficiency with professional tax software e.g., CCH Axcess, Thomson Reuters UltraTax, or equivalent.

Nice to have

• Masters in Taxation, JD, or LLM.
• Experience with family office structures, charitable planning, or closely held business succession.
• Prior experience presenting at professional associations or contributing to thought leadership.

Pay benefits

• Paid time off plus firm holidays; paid winter closure between Christmas and New Year
• Hybrid and flexible work arrangements
• Up to 16 weeks of paid parental or adoption leave; dedicated caregiver leave
• Premium medical, dental, and vision coverage
• Mental health counseling and wellness coaching
• One-on-one professional coaching and structured leadership development
• Access to internal enrichment and professional expansion programs

Benefits

Vacation/PTO

Medical

Dental

Vision

401k

Bonus

Relocation

Telecommute