Tax Manager (Partner Track) High Net Worth Tax

VisionsHR

Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • CPA required
  • Bachelor's degree in Accounting or related field
  • 7+ years of progressive public accounting experience focused on high-net-worth taxation
  • Proven experience managing and growing a substantial client book
  • Strong knowledge of complex individual and fiduciary tax matters
  • Leadership experience with staff supervision and mentorship
  • Exceptional skills in client relationship management, particularly with high-net-worth individuals

Responsibilities

  • Take ownership of a $2 million+ book of business from a retiring partner
  • Review and oversee complex tax returns and planning for high-net-worth clients
  • Act as the primary relationship owner for existing clients, enhancing those connections
  • Provide tailored strategic tax planning and advisory services
  • Mentor and supervise tax staff, ensuring quality control and workflow efficiency
  • Collaborate with partners on client service strategies and practice development

Benefits

  • Partnership opportunities available
  • Confidential discussions regarding job details
  • Professional growth and development in a supportive environment
Full Job Description
POSITION: TAX MANAGER (PARTNER TRACK)
HIGH NET WORTH TAX

LOCATION: BERGEN COUNTY, NJ
COMPENSATION: UP TO $250K DEPENDING ON EXPERIENCE + PARTNERSHIP PERKS


QUALIFICATIONS:
  • CPA required
  • Bachelor's degree in Accounting or related field
  • 7+ years of progressive public accounting experience, with a strong focus on high-net-worth individual, trust, and estate taxation
  • Proven track record managing, growing, and retaining a substantial client book
  • Strong technical knowledge of complex individual, trust, and fiduciary tax matters
  • Demonstrated leadership experience, including staff supervision and mentorship
  • Excellent client relationship management skills, with the ability to take over and retain an existing high-net-worth client base

RESPONSIBILITIES:
  • Assume ownership of an existing $2 million+ book of business as a retiring partner transitions out
  • Review and oversee complex tax returns and planning for high-net-worth individuals, trusts, and estates
  • Serve as primary relationship owner for an established client base, strengthening and expanding those relationships
  • Provide strategic tax planning and advisory services tailored to high-net-worth clients
  • Supervise, mentor, and develop tax staff, overseeing workflow and quality control
  • Collaborate with firm partners on client service strategy and practice growth

All conversations are confidential

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