Tax Manager, High Net Worth

🔥 34 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $120k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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Frazier & Deeter

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Frazier & Deeter is a top 50 accounting and advisory firm based in the United States, providing a comprehensive range of services including tax compliance and consulting, auditing, wealth planning, and advisory support. With a strong focus on various industries such as real estate, manufacturing, healthcare, technology, and others, the firm is recognized for its expertise and innovative solutions. Frazier & Deeter is committed to making a difference through its client-centric approach, deep industry insights, and a culture that invests in people. The firm operates globally with offices in multiple major cities, offering tailored solutions to meet the complex financial and strategic needs of its diverse clientele.

📋 Description

• Work closely with partners, staff, and high net worth clients • Lead the planning, management, review, and completion of client engagements • Provide proactive tax planning, savings strategies, and wealth preservation solutions for individuals, families, and closely held entities • Address complex, multi-jurisdictional tax considerations • Support business development efforts and cultivate long-term client relationships • Serve as a key point of contact for designated clients • Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts • Identify and analyze tax issues and clearly articulate relevant tax issues, authority application, and conclusions • Lead tax engagements from start to finish, including planning, budgeting, fee monitoring, execution, and delivery • Ensure timely and accurate filing of client tax returns • Review team members’ work and provide constructive feedback • Interpret complex tax laws and regulations • Manage multiple engagements and deadlines simultaneously

🎯 Requirements

• 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

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