CPA Tax Senior Manager

Job Summary

A company is looking for a Tax Senior Manager for Wealth & High Net Worth Clients.

Key Responsibilities

• Serve as primary engagement manager for assigned clients, overseeing billing, realization, and collections
• Lead tax planning and consulting engagements, preparing and presenting complex individual and entity tax returns
• Supervise and mentor team members while collaborating with clients' professional advisors on tax strategies

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• CPA license required; Personal Financial Specialist (PFS) designation is a plus
• Minimum 7 years of professional experience in tax and/or wealth management focused on high-net-worth clients
• Minimum 5 years of supervisory and team development experience
• Significant experience managing complex individual, trust, and related entity engagements