Tax Manager – Ultra High Net Worth
Oversee complex tax engagements for investment fund executives. Competitive pay ($95,400–$180,400) and bonus eligible. Flexible benefits. Collaborative culture.
About the Position
This Tax Manager role targets professionals with expertise in taxation for ultra high net worth fund executives. The position is offered full-time with a strong focus on growth, high client service, and technical mastery.
The compensation is highly competitive, ranging from $95,400 to $180,400, plus eligibility for discretionary bonuses. Applicants benefit from a flexible work environment and a robust rewards package.
Candidates should bring at least five years of public accounting experience, a CPA or equivalent, and proficiency in complex tax engagements. Advanced degrees or fund experience are considered assets.
Equal opportunity policies and reasonable accommodations for disabilities further enhance the offer. Entry-level candidates requiring sponsorship are not considered, encouraging highly experienced applicants.
Qualified applicants with varied backgrounds and achievements are welcomed to apply for this impactful tax management position.
Role Duties & Responsibilities
The Tax Manager oversees teams handling entity, individual, fiduciary, and estate taxations, with a focus on investment fund reporting complexities. Responsibilities include:
Advising clients on tax optimization, wealth transfer, and compliance strategies. Planning and executing tax engagements for a specialized ultra high net worth clientele.
Leading training, mentorship, and fostering collaboration within the team. Working closely with in-house specialists and external professionals to craft effective tax solutions.
Identifying opportunities for growth with existing and prospective clients. Upholding outstanding client service and developing sustainable professional relationships.
Staying informed on emerging regulations and best practices in high-net-worth taxation. This ensures clients receive timely, tailored advice and exceptional service standards.
Strengths of the Opportunity
Competitive compensation is a major advantage, with the salary range reflecting substantial rewards for high performance and experience. Discretionary bonuses add further incentive.
The job emphasizes flexibility, both in scheduling and balancing professional/personal priorities. This allows managers to tailor their work-life approach while meeting client needs effectively.
Key Drawbacks
The role requires deep experience, excluding entry-level applicants and those requiring visa sponsorship. This could limit the pool of aspiring candidates.
Complexity of fund tax compliance and demanding client expectations may increase work intensity and pressure, particularly during peak periods.
Verdict
This Tax Manager role stands out for its focus on sophisticated fund executives, enticing compensation, and workplace flexibility. It is ideal for accomplished, ambitious tax professionals eager for new challenges and growth.
