Tax Manager, High Net Worth

Frazier & Deeter is a rapidly growing Top 50 accounting and advisory firm recognized for its commitment to excellence and professional development. We are seeking a dedicated Tax Manager to join our team and provide high-level tax planning, wealth preservation, and advisory services to our high net worth clients.

Key responsibilities

• Manage and review complex tax returns for high net worth individuals, trusts, and closely held businesses.
• Lead tax engagements from start to finish, including planning, budgeting, and monitoring project delivery.
• Develop and maintain strong, long-term client relationships by providing exceptional, advisory-focused service.
• Review work performed by team members, providing constructive feedback to ensure high quality and accuracy.
• Identify and analyze complex tax issues, articulating relevant tax laws and strategic conclusions to clients.

Requirements

• Bachelor’s or Master’s degree in Accounting and an active CPA license.
• Minimum of 5 years of progressive public accounting experience with a focus on high net worth tax planning and consulting.
• Deep understanding of estate, gift, and trust tax laws, including expertise in Grantor Trust rules.
• Proven ability to manage multiple engagements simultaneously with strong project management skills.
• Proficiency in tax preparation software such as CCH Axcess and Microsoft Office Suite.

What we offer

• Opportunity to work in an entrepreneurial environment with a growth-oriented mindset.
• Exposure to complex, multi-jurisdictional tax considerations and diverse client portfolios.
• Support for professional development and career advancement within a top-tier firm.