Our client is a five-year-old high-growth company producing concerts, comedy shows, and sporting events.
Tax Senior Manager
Location
United States
Posted
15 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
The Tax Senior Manager – High Net Worth plays a strategic and high-visibility role in CRI’s expanding HNW initiative. This is not traditional production work; instead, it blends technical tax expertise with assessment, orchestration, and relationship navigation.
- Evaluate incoming high-net-worth referrals to assess complexity, timing, fit, and service needs.
- Determine the appropriate partner or office to serve each client and coordinate seamless handoffs.
- In select cases, manage HNW engagements directly within the corporate team.
- Serve as a relationship navigator between wealth advisors, firm leadership, and nationwide tax teams.
- Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
- Prepare fiduciary accountings with familiarity of state statutes and related documentation.
- Analyze complex tax issues and provide well-reasoned conclusions.
- Perform diversified tax and accounting assignments under senior leadership.
- Demonstrate high-level technical proficiency and adherence to firm standards.
- Meet all workload and client deadlines consistently.
- Participate in and help lead training initiatives to develop technical skills across the team.
- Deliver exceptional client service with accuracy, attentiveness, and responsiveness.
- Build and maintain strong client and referral relationships.
Qualifications
- Fiduciary experience required; law firm or trust department experience considered.
- 8+ years of experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift taxation.
- Experience with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
- CPA required; additional designations strongly preferred: EA, CFTA, CFP, PFS, or PFP.
Requirements
- A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience.
- Advanced credentials (CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred).
Benefits
- Competitive salary commensurate with senior-level HNW expertise.
- Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN.
Job Requirements
- Fiduciary experience required; law firm or trust department experience considered.
- 8+ years of experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift taxation.
- Experience with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
- CPA required; additional designations strongly preferred: EA, CFTA, CFP, PFS, or PFP.
- A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience.
- Advanced credentials (CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred).
Benefits
- Competitive salary commensurate with senior-level HNW expertise.
- Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN.
Related Guides
Related Categories
Related Job Pages
More Tax Jobs
Senior Tax Accountant / Tax Supervisor
NorthPoint Search GroupOur client is a five-year-old high-growth company producing concerts, comedy shows, and sporting events.
An Atlanta-based boutique CPA and advisory firm is seeking a Senior Tax Accountant / Tax Supervisor to lead high-level tax engagements and provide trusted advisory support to business owners and high-net-worth individuals. This is a career-path role with the potential for expande...
Income Tax Manager - REMOTE
NorthPoint Search GroupOur client is a five-year-old high-growth company producing concerts, comedy shows, and sporting events.
The Income Tax Manager will oversee the preparation and reporting of quarterly and annual income tax provisions according to ASC 740, while managing compliance across federal and state jurisdictions. This role also involves coordinating with external advisors, analyzing legislative changes, and contributing to strategic business initiatives involving tax.
International Tax Manager - Transfer Pricing
NorthPoint Search GroupOur client is a five-year-old high-growth company producing concerts, comedy shows, and sporting events.
The International Tax Manager will oversee the delivery of transfer pricing documentation, guide policy design and implementation, and supervise junior team members to ensure accuracy and compliance. Key duties include managing compliance documentation, leading client interviews, analyzing financial data for pricing policies, and training associates.
Senior Tax Accountant - Remote
NorthPoint Search GroupOur client is a five-year-old high-growth company producing concerts, comedy shows, and sporting events.
The role involves tax preparation and review experience, requiring a minimum of one to two busy seasons completed in public accounting. A key responsibility is developing and maintaining strong client relationships.
