Tax Manager, High Net Worth

Frazier & Deeter; Canton (MA); Remote; USD 120,000 - 150,000; Full time

Job summary

Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm, seeks a HNW Tax Manager to lead planning, management, and completion of high-net-worth client engagements. You will provide proactive tax planning, wealth preservation strategies, and multi-jurisdictional advisory services while expanding client relationships and delivering high-touch service.

You will support business development, oversee complex engagements, and supervise staff.

Qualifications

• Experience in high-net-worth tax planning, compliance and advisory services.
• CPA licensed with active status and public accounting background.
• Deep knowledge of estate, gift, and trust tax laws.

Responsibilities

• Lead tax engagements from planning through delivery and review.
• Develop tax planning strategies and advise on wealth preservation.
• Maintain strong client relationships and understand client business needs.
• Ensure timely and accurate filing and regulatory compliance.
• Supervise and train staff on complex tax engagements.

Skills

HNW Tax

Client relations

Tax compliance

Planning

Budgeting

Education

Bachelor's/Master's in Accounting

CPA license

Tools

CCH Axcess

MS Office

Tax research

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

Job Summary:

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements.You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer severaladditionalservices, including stock option planning and international tax advice. We also provide expert consultationregardingtax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties & Responsibilities:

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
• Extensive knowledge of federal, state, and local tax regulations
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

Education & Experience:

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting .
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
• Familiarity with family office services and private foundation structures
• Proven expertise in overseeing complex client engagements and delivering high-quality client service
• Ability to develop tax planning strategies for clients
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

- remote

Salary Range

Salary Range: $120,000 USD - $150,000 USD