Senior Tax Manager
Lead tax solutions for top clients, review complex returns, mentor others. CPA license and 7+ years in UHNW required. Generous salary range and strong career support.
The Senior Tax Manager position for ultra high net worth individuals is a standout opportunity for those seeking to leverage deep tax expertise alongside client leadership. With a stated salary of $175,000 to $225,000, this full-time role suits seasoned professionals. The firm requests a CPA licensure and at least 7-8 years of experience serving high-profile, complex clients, especially those engaging in estate planning and trusts.
What You’ll Do: Tax Leadership at Its Finest
The daily routine involves reviewing complex tax returns, handling compliance, conducting detailed projections, and engaging in hands-on advisory meetings.
You’ll be expected to anticipate client needs, provide strategic tax solutions, and act as a key point of contact for elite clients often drawn from high-impact sectors.
Mentorship is crucial; you’ll train and guide associates, reinforcing a strong knowledge-sharing culture valued by the firm.
Alongside tax and business planning recommendations, improving internal processes for top-tier client service is a central expectation.
Finally, participation in hiring rounds out your duties, ensuring a continuous influx of capable talent in the firm.
Pros: Career Growth and Team Culture
This role is ideal for those who thrive as both subject matter experts and mentors, with ample opportunity to guide junior colleagues and influence firm strategy.
The salary is highly competitive, recognizing experience and expertise. Access to influential clients and industry leaders also broadens your professional network.
Cons: Expectations and Limited Flexibility
The mandatory CPA license and heavy experience requirements restrict the role to a select pool of candidates.
Expectations around on-site presence several days a week could limit remote flexibility for some professionals.
Verdict: A Premier Role for Seasoned Tax Experts
This Senior Tax Manager role offers impact, reward, and a clear path for professional growth. It’s a great match for those passionate about training others and delivering bespoke solutions.
With transparent pay and a supportive, collaborative culture, this position is well-suited for established tax leaders ready to take the next step in their careers.
