Senior Tax Manager - REMOTE!

Beacon Hill; Richmond (VA); Remote; USD 150,000 - 190,000; Full time

Job summary

A prestigious boutique CPA firm is seeking a High-Net-Worth Senior Tax Manager to lead tax strategy and compliance for HNW clients. This remote position offers a great work-life balance and opportunities for growth. The ideal candidate will have extensive experience in tax for high-net-worth individuals and exceptional communication skills.

Qualifications

• 10+ years of experience in tax, focusing on high-net-worth individuals.
• Strong knowledge of private wealth, estate, and trust taxation.

Responsibilities

• Manage a portfolio of HNW and UHNW clients with complex tax needs.
• Lead tax strategy, compliance, and planning.
• Mentor and guide junior staff.

Skills

Communication

Client Management

Discretion

Education

Bachelor's Degree in Accounting

CPA

Job description

This job description provides detailed information about the role of a High-Net-Worth Senior Tax Manager at a boutique CPA firm, including key responsibilities and qualifications. However, it contains repetitive content and some irrelevant details, such as duplicate descriptions of the role and unrelated job postings.

To improve clarity and focus, the description should be streamlined to include only relevant information about the job, responsibilities, qualifications, and application details. Extraneous content, such as unrelated job listings and repetitive paragraphs, should be removed.

Below is a refined version that maintains all essential information while enhancing readability and removing redundancies:

High-Net-Worth Senior Tax Manager

Our client, a prestigious boutique CPA firm, is seeking a High-Net-Worth Senior Tax Manager to join their growing Private Client Services group. This is a key leadership role that offers a great work-life balance and growth opportunities.

Location: This is a remote position; candidates must be within approximately three hours of Richmond, VA, for occasional travel for training, team, and leadership events.

Key Responsibilities:

• Manage a portfolio of HNW and UHNW clients with complex tax needs
• Lead tax strategy, compliance, and planning
• Serve as a strategic advisor to clients, offering insights beyond the numbers
• Mentor and guide junior staff, ensuring technical excellence and exceptional client service
• Stay updated on evolving tax laws and wealth trends impacting clients

Qualifications:

• Bachelor's Degree in Accounting required
• CPA required
• 10+ years of experience in tax, focusing on high-net-worth individuals
• Strong knowledge of private wealth, estate, and trust taxation
• Exceptional communication, discretion, and client management skills

Compensation:

Base pay range: $150,000.00/yr - $190,000.00/yr, based on skills and experience.

Additional Details:

• Seniority level: Executive
• Employment type: Full-time
• Job function: Accounting/Auditing
• Industry: Accounting and Professional Services

Beacon Hill is acting as an Employment Agency for this vacancy.