Tax Manager, High Net Worth
St. Clair Shores, MIAll locationsSt. Clair Shores, MIBuffalo, NYAkron, OHBaltimore, MDPittsburgh, PAChicago, ILNew York, NYCleveland, OHYoungstown, OHPhiladelphia, PADenver, CODetroit, MIMilwaukee, WI Hybrid
$85,000–$155,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
As a Manager on our High Net Worth Tax team, you’ll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you’ll apply your technical expertise to develop and implement thoughtful tax strategies, manage engagements from planning through compliance, and serve as a trusted advisor on complex individual tax matters. You’ll work on impactful client engagements while contributing to a people-first culture that values collaboration, growth, and excellence.
What you'll bring
- Bachelor’s degree in Accounting or a related field.
- 5+ years of tax experience with a strong focus on high net worth individual taxation
- Experience managing and reviewing complex individual tax returns.
- Demonstrated ability to lead, mentor, and support the development of junior professionals.
- Strong verbal and written communication skills, with the ability to explain complex tax concepts clearly and effectively to clients.
- Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced environment.
- Proficiency in Outlook, Excel, Word, Adobe, and familiarity with tax preparation and research software.
- CPA license or progress toward CPA strongly preferred.
- preferably within public accounting or a related professional services environment.