Senior Tax Manager - Private Client/HNW

Insite US; Wakefield (MA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Hybrid work model

Travel opportunities

Job summary

Insite US is seeking a Tax Senior Manager for Private Client Services, focusing on high-net-worth individuals, families, trusts, and private foundations. The role emphasizes client relationship development, advisory work beyond compliance, and cross-functional collaboration.

You will oversee complex tax engagements, estate planning support, and mentorship of junior staff in a flexible, hybrid environment with some travel.

Qualifications

• 10+ years of tax compliance experience.
• Public accounting experience preferred.
• CPA or Bar License required.
• Bachelor's degree in Accounting or Finance.
• Experience advising high-net-worth individuals and families.
• Sophisticated understanding of fiduciary and estate taxation.
• Experience with S-Corporations, C-Corporations, Partnerships, LLCs and private foundations.
• Experience managing client engagements and supervising staff.
• Excellent technical research and communication skills.
• Confidence working directly with wealthy individuals, families and advisers.
• Willingness to travel regionally.

Responsibilities

• Manage complex federal, state, local and international individual tax compliance engagements.
• Review and sign individual and fiduciary tax returns.
• Advise high-net-worth individuals on tax planning opportunities.
• Support estate planning and wealth transfer projects.
• Review tax matters involving trusts, estates and private foundations.
• Identify potential tax exposures and develop mitigation strategies.
• Oversee quarterly estimated payments, extensions and notices responses.
• Research complex tax issues and prepare client memoranda.
• Coordinate with wealth management and advisory teams.
• Manage engagement planning, scheduling, deadlines and billing.
• Develop and maintain client relationships and mentor junior staff.
• Regional client travel may be required.

Skills

Tax compliance

High net worth

Client advisory

Education

CPA or Bar license

Bachelor's in Accounting/Finance

Tools

Tax software

Job description

Tax Senior Manager - Private Client Services / High Net Worth

Location: To Be Confirmed

Working Arrangement: Flexible / Hybrid

Experience: 10+ Years in Tax

Qualification: CPA or Bar License Required

Looking to Take the Next Step in Private Client Tax?

An established national accounting and advisory firm is looking for an experienced Tax Senior Manager to join its Private Client Services practice, working with high-net-worth individuals, families, trusts and private foundations.

This is an opportunity for someone who enjoys building long-term relationships with clients and providing advice that goes beyond annual tax compliance.

You'll work on sophisticated personal tax matters, estate planning and wealth transfer strategies, while taking responsibility for client engagements and developing the wider team.

The position offers a high level of client involvement, flexibility around working arrangements and the opportunity to play an important role in advising wealthy individuals and families.

The Opportunity

You’ll manage a portfolio of high-net-worth individuals and family clients, overseeing their tax compliance, planning and wider advisory requirements.

Your responsibilities will include:

• Manage complex federal, state, local and international individual tax compliance engagements.
• Review and sign individual and fiduciary tax returns.
• Advise high-net-worth individuals and families on tax planning opportunities.
• Support estate planning and wealth transfer projects.
• Review tax matters involving trusts, estates and private foundations.
• Identify potential tax exposures and develop strategies to minimise liabilities.
• Oversee quarterly estimated payments, extensions and responses to tax notices.
• Research complex tax issues and prepare technical client memoranda.
• Coordinate with wider advisory teams to support clients' wealth management objectives.
• Manage engagement planning, scheduling, deadlines and billing.
• Develop and maintain strong relationships with clients and their advisers.
• Supervise, train and mentor junior tax professionals.

What We're Looking For

• 10+ years of recent tax compliance experience.
• Public accounting experience preferred.
• CPA or Bar License required.
• Bachelor's degree in Accounting or Finance.
• Significant experience advising high-net-worth individuals and families.
• Strong knowledge of individual, trust and estate taxation.
• Sophisticated understanding of fiduciary and estate tax planning and compliance.
• Experience with S-Corporations, C-Corporations, Partnerships, LLCs and private foundations.
• Previous experience managing client engagements and supervising staff.
• Excellent technical research and communication skills.
• Confidence working directly with wealthy individuals, families and their advisers.
• Strong organisational skills and the ability to manage multiple complex engagements.

Previous experience providing accounting assistance would be beneficial but isn't essential.

Some regional client travel, including occasional overnight stays, may be required.

Why Consider This Opportunity?

This position offers the chance to develop your career within a specialist private client environment while working on complex and varied tax matters.

You’ll benefit from:

• Exposure to high-net-worth individuals, families and private foundations.
• Sophisticated estate, trust and wealth transfer planning work.
• Direct responsibility for client relationships.
• Opportunities to work alongside wider wealth management and advisory professionals.
• A combination of complex tax compliance and proactive advisory work.
• The opportunity to mentor and develop junior professionals.
• Opportunities to perform some required hours remotely.
• Potential for reduced working-hour arrangements.
• Continued technical training and professional development.
• Opportunities for long-term career progression.

This could be particularly attractive if you're looking for more client ownership, greater involvement in estate and wealth planning, or a more flexible working arrangement.