Tax Manager – Ultra High Net Worth
Lead high-level client engagements, oversee tax planning for top investment fund executives, and grow your career in a collaborative, flexible culture with strong benefits.
The Tax Manager – Ultra High Net Worth position is an exceptional opportunity for those with a CPA license, and over 5 years of public accounting and tax experience. This full-time managerial role stands out for its professional growth prospects, strong team culture, and direct engagement with investment fund executives. Flexible work options and a competitive benefits package are hallmarks of the offer, designed to help you balance life and career while reaching your professional goals.
Key Responsibilities and Day-to-Day Insights
Expect to lead engagements with high-profile financial fund executives and their entities. The job requires overseeing client teams, driving tax compliance, and executing complex planning on matters including succession, wealth transfer, and international tax scenarios. Daily work involves acting as a strategic advisor, collaborating with internal specialists, mentoring junior team members, and building lasting client relationships. Leadership skills and multitasking ability are crucial in this high-impact role.
Stand-Out Pros
One significant advantage is the opportunity to influence major clients and develop expertise in ultra-high net worth and investment fund taxation. You’ll be supported by a strong team, modern technology, and excellent internal resources for learning and development. Another pro is the workplace flexibility, granting you more control over your schedule and work-life balance, while still maintaining impactful client relationships.
Considerable Cons
This role comes with pressure, especially during peak seasons and reporting deadlines where multitasking is a constant requirement. Working with high-value clients means that attention to detail and accuracy are under continuous scrutiny, and mistakes can have high stakes. Additionally, the fast-paced learning curve may not be ideal for those new to advisory services in the investment fund sector.
Final Verdict
The Tax Manager – Ultra High Net Worth role offers a dynamic career step for seasoned tax professionals craving impact, growth, and the chance to mentor others. If you thrive on high responsibility, collaborative culture, and want to make strides advising financial elite, this role can launch or elevate your career trajectory.
