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Tax Manager / Sr. Manager / Partner


Private Client / HNW – Tax Manager / Sr. Manager / Partner 


  • Manager  100k – 130k
  • Sr. Manager  140k – 190k
  • Partner – 200k + 


CPA firm services privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services.



  • Trust & Estate Planning
  • Manage staff in tax compliance, record keeping, book keeping and bill paying
  • Philanthropic planning
  • Tailoring services around families
  • Cash Flow Management and Forecasting
  • Coordination of Insurance needs with Clients’ Brokers
  • Coordination of Tax Strategies with Investment Advisors
  • Demonstrates the ability to Develop Business



  • J.D., LLM in Accounting/Taxation and/or Master’s in Taxation (MST)
  • CPA or CFP is a plus
  • 7+ years of experience in tax advisory and compliance services in support of high net worth individuals, families and trusts and estates
  • Understanding of tax and trust & estate issues faced by highly affluent families
  • Understands personal insurance needs
  • Understand investments and the market
  • Ability to connect to third party industry service providers
  • Strong client service skills


Individual accommodation shall be provided for applicants with disabilities who meet required qualifications.
Please advise us at any time during the recruitment process.

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