Senior Tax Manager - Private Client & HNW Planning (Hybrid)

Distinct | North America; Boca Raton (FL); Hybride; USD 160 000 - 220 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

Distinct | North America is seeking a Senior Tax Manager for its Private Client team in Palm Beach Gardens or Boca Raton, FL. The role focuses on high net worth individuals, trusts and estates, with opportunities for advisory work beyond return review.

You will handle complex tax planning, wealth preservation, and estate considerations while developing long-term client relationships within a well-established practice and supportive leadership.

Qualifications

• 8+ years of Public Accounting tax experience.
• Strong experience with high net worth individuals, trusts and estates.
• Experience with complex tax planning and reviewing returns.

Responsabilités

• Senior Tax Manager to join the Private Client team.
• Engage in complex tax planning and wealth preservation for high net worth clients.
• Build and maintain relationships with families and trusted client networks.

Connaissances

Tax planning

Client relations

Team leadership

Public accounting

High net worth

Formation

CPA preferred

Description du poste

Distinct | North America is seeking a Senior Tax Manager for its Private Client team in Palm Beach Gardens or Boca Raton, FL. The role focuses on high net worth individuals, trusts and estates, with opportunities for advisory work beyond return review.

You will handle complex tax planning, wealth preservation, and estate considerations while developing long-term client relationships within a well-established practice and supportive leadership.