Tax Manager, High Net Worth

Frazier & Deeter; Pensacola (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Frazier & Deeter in Pensacola, FL seeks a senior HNW Tax Manager to lead planning, compliance, and advisory engagements for high net worth individuals and closely held entities. You will manage complex returns, coordinate multi-jurisdictional guidance, and develop proactive tax strategies alongside partners and staff.

The role emphasizes client relationship management, revenue growth, and ensuring timely delivery while maintaining high standards of technical accuracy.

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting experience in HNW tax.
• Deep understanding of estate, gift, and trust tax laws.
• Expertise in IRC Sections 671‑679 and estate tax principles.
• Familiarity with family office services and private foundations.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand clients' business needs, identify tax issues, and articulate conclusions.
• Lead tax engagements from start to finish, including budgeting, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service.
• Ensure timely and accurate filing of client tax returns, meeting deadlines.
• Review work by team members to ensure quality and accuracy.
• Interpret complex tax laws and regulations with extensive knowledge of federal, state, and local rules.
• Manage multiple engagements and deadlines with strong project management skills.

Skills

HNW tax planning

Client relationship management

Project management

Attention to detail

Strong communication

Education

Bachelor’s or Master’s in Accounting

Active CPA license

5+ years public accounting experience

Estate, gift, and trust tax knowledge

IRC 671-679 familiarity

Family office experience

Staff supervision experience

Tools

CCH Axcess

Microsoft Office

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 several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax 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.