Senior Tax Manager, HNW & Trusts Lead

Frazier & Deeter; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Frazier & Deeter, a Top 50 accounting and advisory firm with US offices, seeks an experienced tax professional to lead planning, management, and delivery of high net worth engagements. You will supervise complex returns for individuals, families, and trusts and provide proactive tax strategies.

Qualifications: Bachelor's or master's in Accounting, active CPA license, and 5+ years in public accounting focusing on estate, gift, and trust tax laws.

Qualifications

• Lead planning and delivery of high net worth tax engagements.
• Provide proactive tax strategies for individuals, families and trusts.
• Review work and supervise team performance to ensure accuracy.

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, monitoring fees, execution, and delivery.
• Ensure timely and accurate filing of client tax returns and review work performed by team members.

Skills

HNW tax planning

Client engagement leadership

Review & supervision

Tax budgeting/fee monitoring

Education

Bachelor's or Master's in Accounting

Active CPA license

Job description

Frazier & Deeter, a Top 50 accounting and advisory firm with US offices, seeks an experienced tax professional to lead planning, management, and delivery of high net worth engagements. You will supervise complex returns for individuals, families, and trusts and provide proactive tax strategies.

Qualifications: Bachelor's or master's in Accounting, active CPA license, and 5+ years in public accounting focusing on estate, gift, and trust tax laws.