Tax Manager, High Net Worth at Frazier & Deeter

<p><span data-contrast="auto"><span data-ccp-parastyle="heading 2">Join Frazier &amp; Deeter and be a part of a rapidly growing Top 50 accounting &amp; 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 <a href="https://www.frazierdeeter.com/locations/" target="_blank">offices </a>across the U.S., UK, and India, there is a spot for you!&nbsp;</span></span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:120,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><span data-contrast="auto"><span data-ccp-parastyle="heading 2">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.</span></span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:120,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:120,&quot;335559740&quot;:240}"><strong>Job Summary:</strong></span></p> <p><span data-contrast="auto">As a&nbsp;</span><strong><span data-contrast="auto">HNW Tax Manager</span></strong><span data-contrast="auto">, you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements.&nbsp;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.</span><span data-ccp-props="{}">&nbsp;</span></p> <p><span data-contrast="auto">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&nbsp;additional&nbsp;services, including stock option planning and international tax advice. We also provide expert consultation&nbsp;regarding&nbsp;tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.</span></p> <p><span data-contrast="auto"><strong><span class="TextRun SCXW232047703 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW232047703 BCX0">Duties &amp; Responsibilities:</span></span></strong></span></p> <ul> <li>Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.</li> <li>Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions</li> <li>Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery</li> <li>Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.</li> <li>Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines</li> <li>Review work performed by team members, providing constructive feedback to ensure quality and accuracy</li> <li>Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations</li> <li>Extensive knowledge of federal, state, and local tax regulations</li> <li>Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously</li> </ul> <p><strong>Education &amp; Experience:&nbsp;</strong></p> <ul> <li>A Bachelor’s degree and/or Master’s degree in Accounting.</li> <li>Active CPA license required.</li> <li><span class="TextRun SCXW172287129 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW172287129 BCX0">5+ years of progressive public accounting experience, with a focus on</span><span class="NormalTextRun SCXW172287129 BCX0">&nbsp;</span><span class="NormalTextRun SCXW172287129 BCX0">HNW tax planning, compliance, and consulting</span><span class="NormalTextRun SCXW172287129 BCX0">.</span></span></li> <li>Deep understanding of estate, gift, and trust tax laws and their application.</li> <li>Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles</li> <li>Familiarity with family office services and private foundation structures</li> <li>Proven expertise in overseeing complex client engagements and delivering high-quality client service</li> <li>Ability to develop tax planning strategies for clients</li> <li>Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite</li> <li>Experience supervising, training, developing, and reviewing the work of staff and senior associates</li> </ul> <p>#LI - hybrid</p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>Salary Range</p></div><div class="title">Salary Range</div><div class="pay-range"><span>$120,000</span><span class="divider">&mdash;</span><span>$150,000 USD</span></div></div></div>