Senior Tax Manager - Private Client Services

UHNW, Trusts, Estates, Gift tax

This Jobot Job is hosted by : Albert Simons

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Salary : $160,000 - $199,000 per year

A bit about us :

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us?

216 hours of PTO (5.5 weeks)

Highly Competitive Base Salary

Great Benefits

Annual raises!

401k Matching!

Job Details

This position is part of our Private Client Services group and is focused on UHNW clients!

• 7+ years of experience working with high net work individuals and closely held businesses
• Experience mentoring and managing staff and senior staff
• Active CPA required
• Masters in Accounting / Taxation preferred

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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