What are the responsibilities and job description for the Senior Tax Manager position at Beacon Hill?
Senior Tax Manager - High Net Worth | Hybrid | Boutique Firm
CPA, tax, high net worth, tax planning, estates, accounting, audit, QuickBooks, tax filings
A dynamic and growing boutique firm is seeking a Senior Tax Manager to join their high-performing team. This role focuses on delivering strategic tax planning and compliance for high-net-worth individuals, families, and trusts. This is a high-impact role designed for growth, with a clear path to Partner!
Responsibilities:
- Manage and review complex individual and trust tax returns
- Provide personalized planning for high-net-worth clients
- Lead client relationships and mentor junior staff
- Ensure high standards of accuracy, service, and confidentiality
- Oversee tax projections, estimated payments, and year-end planning strategies
- Collaborate with attorneys, wealth advisors, and external partners on estate and financial planning matters
- Stay current on tax law changes and proactively advise clients on their implications
- Support business development efforts and contribute to firm growth initiatives
Qualifications:
- CPA designation required
- Bachelor's degree in Accounting or related field; MST strongly preferred
- 10 years of experience in public accounting, with a strong focus on high-net-worth individuals, families, and trusts
- Deep technical knowledge of individual, trust, and estate taxation
- Proven leadership and staff development experience
- Excellent communication and relationship management skills
Additional Highlights:
- Hybrid work flexibility
- Clear path to leadership
- Collaborative, tight-knit team environment
- High-impact role with meaningful client relationships
CPA, tax, high net worth, tax planning, estates, accounting, audit, QuickBooks, tax filings
Beacon Hill is acting as an Employment Agency in relation to this vacancy.
Salary : $150,000 - $180,000