Tax Manager

Brewer Morris; Louisville (KY); Hybride; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

No billable hour requirements

Balanced workload outside busy season

Hybrid work model

Résumé du poste

Brewer Morris is seeking a High-Net-Worth Tax Manager to review and sign tax returns for sophisticated individual, trust, and closely held business clients across the nation. The role emphasizes work-life balance with no billable hour requirements and a hybrid schedule (3 days in-office, 2 days remote).

You will mentor junior staff, advise on tax matters, and collaborate with internal teams to deliver exceptional client service while advancing career growth in a top wealth management practice.

Qualifications

• 5-7+ years of public accounting tax experience.
• Strong experience with Forms 1040 and 1041.
• Experience reviewing tax returns.
• Sign-off authority preferred for manager-level candidates.
• Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus.
• CPA preferred.

Responsabilités

• Review and sign complex individual, trust, and fiduciary tax returns.
• Advise HNW and UHNW clients on tax matters.
• Review Forms 1040 and 1041 and provide guidance to staff and seniors.
• Work with partnerships, S corporations, trusts, estates, and other pass-through entities.
• Collaborate with clients and internal teams to deliver a high level of service.
• Mentor and develop junior tax professionals.

Connaissances

5-7+ years public accounting tax

1040/1041 review experience

Sign-off authority

Partnerships, S-corporations, trusts,

Tax return review

Formation

CPA preferred

Description du poste

Schedule: Hybrid (3 Days In-Office / 2 Days Remote)

A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide.

This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.

What You'll Be Doing

• Review and sign complex individual, trust, and fiduciary tax returns
• Advise high-net-worth and ultra-high-net-worth clients on tax matters
• Review Forms 1040 and 1041 and provide guidance to staff and seniors
• Work with partnerships, S corporations, trusts, estates, and other pass-through entities
• Collaborate with clients and internal teams to deliver a high level of service
• Mentor and develop junior tax professionals

Qualifications

• 5-7+ years of public accounting tax experience
• Strong experience with Forms 1040 and 1041
• Experience reviewing tax returns
• Sign-off authority preferred for manager-level candidates
• Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus
• CPA preferred

Compensation

• Review and sign-off experience required

Why Consider This Opportunity?

If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds.

• No billable hour requirements
• Busy season typically averages 45-50 hours per week
• Busy season is approximately one month shorter than most public accounting firms
• Generally, 40-hour work weeks outside of busy season
• Strong emphasis on work-life balance and employee well-being
• Opportunity to work with sophisticated HNW and UHNW clients
• Growing organization with strong long-term career growth potential