Senior Tax Manager – REMOTE! Position Available In Wake, North Carolina
Tallo's Job Summary: Our client, a prestigious boutique CPA firm, is seeking a High-Net-Worth Senior Tax Manager to join their growing Private Client Services group. This remote position requires candidates to be located within approximately three hours of Richmond, VA. Responsibilities include managing a portfolio of HNW and UHNW clients, leading tax strategy, compliance, and planning, and mentoring junior staff. Qualifications include a CPA, 10+ years of tax experience, and strong private wealth, estate, and trust taxation knowledge. Beacon Hill is the recruiter for this role.
Job Description
Our client, a prestigious boutique CPA firm, is seeking a High-Net-Worth Senior Tax Manager to join their growing Private Client Services group! This is a key leadership role that offers a great work-life balance and growth opportunities that stand out from others! •This is a remote position, but candidates must be located within approximately three hours of Richmond, VA, as occasional travel to the city may be required for training, team events, and leadership events•
Key Responsibilities:
Manage a portfolio of HNW and UHNW clients with complex tax needs Lead tax strategy, compliance, and planning Serve as a strategic advisor to clients, offering insight beyond the numbers Mentor and guide junior staff, ensuring technical excellence and exceptional client service Stay ahead of evolving tax law and wealth trends impacting clients
Qualifications:
Bachelors Degree in Accounting required CPA required 10+ years of experience in tax, with a focus on high-net-worth individuals Strong command of private wealth, estate, and trust taxation Exceptional communication, discretion, and client management skills Beacon Hill is acting as an Employment Agency in relation to this vacancy.
