Tax Senior Manager - High-net-worth

Bennett Thrasher; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Bennett Thrasher in Dallas, TX is seeking a Tax Senior Manager on our personal financial services team to drive strategy, mentor staff, and manage engagements and client communications. You will lead complex tax compliance and planning for high-net-worth individuals and families, ensuring regulatory compliance while optimizing tax outcomes.

Excellent communication and entrepreneurial mindset, with CPA or advanced degree preferred, plus experience with Scan/Verify and CRM systems, will help you

Qualifications

• Experience in tax compliance and planning for high-net-worth individuals.
• CPA or advanced degree preferred; certifications add value.
• Strong communication and client-facing skills.

Responsibilities

• Oversee client relationships and engagement management for personal financial services.
• Lead and review complex individual, trust, and related tax returns with high-net-worth focus.
• Drive process improvements and leverage technology to optimize tax planning.

Skills

Client relationship management

Tax technical expertise

Communication skills

Entrepreneurial mindset

Education

Bachelor's degree in Accounting or Finance

CPA license or advanced taxation degree

CFP/JD or similar certifications

Tools

Scan/Verify

CRM systems

Job description

Description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.

Position Overview

As a Tax Senior Manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.

Key Responsibilities

• Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
• Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
• Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements

• Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
• Minimum of 5+ years of experience in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
• Entrepreneurial mindset – driven to help build, grow, and lead the practice.
• Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
• Excellent communication/interpersonal skills and a client-centric mindset.

Equal Opportunity Employer
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