Tax Manager, High Net Worth

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

Job Summary:

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties & Responsibilities:

Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.

Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions

Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery

Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.

Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines

Review work performed by team members, providing constructive feedback to ensure quality and accuracy

Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations

Extensive knowledge of federal, state, and local tax regulations

Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

Education & Experience:

A 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

#LI - remote

Salary Range

Salary Range $120,000 — $150,000 USD