Tax Manager

SR Staffing; Washington; On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

CPA exam support

Remote work

Job summary

SR Staffing seeks a High Net Worth Tax Manager to lead and review complex tax engagements for high-net-worth clients. You will develop planning strategies across income, estate, and wealth transfer while serving as a trusted advisor to families and individuals.

Ideal candidates have CPA or EA credentials with 8+ years in public accounting, strong research skills, and the ability to mentor staff. Remote work is available with a competitive benefits package.

Qualifications

• CPA or EA with 8+ years of public accounting experience.
• Strong experience in high-net-worth tax compliance and planning.
• Experience reviewing Forms 1040 and 1041.
• Leadership experience with mentoring and client-facing skills.

Responsibilities

• Lead and review complex tax engagements, including 1040 and 1041 returns.
• Develop and implement tax planning strategies across income, estate, and wealth transfer.
• Serve as a primary advisor to high-net-worth individuals and families.
• Collaborate with attorneys, financial advisors, and family office professionals.
• Manage multiple engagements while mentoring and developing staff.

Skills

Tax research skills

Client management

Leadership/mentoring

Communication

Education

CPA or EA certification

Tools

CCH Axcess

Job description

About the Firm

I’m currently partnering with a mid-size 85-employee CPA firm to find a High Net Worth Tax Manager to join their team.

This is an excellent opportunity for an experienced tax professional who enjoys working with complex individual, trust, and estate matters while serving as a trusted advisor to high-net-worth clients.

The Role

• Lead and review complex tax engagements, including 1040 and 1041 returns (with exposure to 709, 1065, and 1120S as applicable)
• Develop and implement tax planning strategies across income, estate, and wealth transfer
• Serve as a primary advisor to high-net-worth individuals and families
• Collaborate with attorneys, financial advisors, and family office professionals
• Manage multiple engagements while mentoring and developing staff

What We’re Looking For

• CPA or EA with 8+ years of public accounting experience
• Strong experience in high-net-worth tax compliance and planning
• Experience reviewing Forms 1040 and 1041
• Strong technical tax research skills
• Excellent communication and client management abilities
• Leadership experience with a passion for mentoring
• Experience with CCH Axcess is a plus
• Base salary range: $130,000 – $190,000 (flexible based on experience)
• Comprehensive health, dental, and vision coverage
• 401(k) with employer match
• CPA exam support and continuing education
• Remote

Why This Opportunity Stands Out

• Direct exposure to complex, high-net-worth client work
• Strong emphasis on career development and mentorship