HNW Tax Senior Manager

Madison-Davis

Boca Raton, FL

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JOB DETAILS

SKILLS

Business Development, Certified Public Accountant (CPA), Coaching, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Estate Planning, Fiduciary, High Net Worth, Income Tax, Interpersonal Skills, Investment Services, Knowledge Transfer, Leadership, Mentoring, Private Client Services, Public Accounting, Relationship Management, Strategic Planning, Succession Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Technical Leadership

LOCATION

Boca Raton, FL

POSTED

19 days ago

ABOUT THE ROLE

A growing public accounting and advisory firm is seeking a Senior Tax Manager to lead complex tax planning and compliance engagements for high-net-worth individuals, families, trusts, estates, family offices, and closely held entities. This role combines technical tax expertise with client advisory responsibilities and offers the opportunity to serve as a trusted advisor on sophisticated wealth transfer and estate planning matters.

The ideal candidate will have deep experience in fiduciary taxation, estate and gift tax planning, trust taxation, and high-net-worth client service. This individual will also play a leadership role in mentoring staff, managing client relationships, and collaborating with external advisors to deliver comprehensive wealth preservation strategies.

RESPONSIBILITIES

Manage tax planning and compliance engagements for high-net-worth individuals, trusts, estates, family partnerships, and private foundations.
Serve as the primary advisor and relationship manager for a portfolio of private clients and multi-generational families.
Develop and implement sophisticated estate, gift, and wealth transfer planning strategies.
Review fiduciary, individual, gift, and estate tax returns for accuracy and compliance.
Advise clients on tax-efficient wealth preservation, charitable giving, and succession planning strategies.
Review trust and estate structures to ensure alignment with client objectives and tax planning opportunities.
Collaborate with attorneys, investment advisors, family office professionals, and other external advisors.
Assist clients with complex trust administration and estate settlement matters.
Monitor changes in tax legislation and proactively advise clients on planning opportunities.
Mentor and develop tax professionals through technical guidance, review, and coaching.
Participate in business development activities and help strengthen long-term client relationships.
Support the growth and expansion of the private client services practice.

QUALIFICATIONS

CPA required;Master's in Taxation, JD, or LLM is a plus.
8+ years of public accounting experience focused on private client, trust, estate, and fiduciary taxation.
Strong technical knowledge of trust, estate, gift, and individual income taxation.
Experience advising high-net-worth individuals, families, family offices, and closely held businesses.
Knowledge of wealth transfer planning, charitable planning, and estate administration.
Experience reviewing complex fiduciary tax returns and estate planning structures.
Strong client relationship management and advisory skills.
Proven ability to manage multiple engagements and mentor staff.
Excellent communication, presentation, and interpersonal skills.
Experience collaborating with attorneys and external advisors on integrated planning strategies.

HNW Tax Senior Manager

Madison-Davis

Boca Raton, FL

About the Company

Madison-Davis

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