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Bennett Thrasher · 1 day ago

Tax Senior Manager - High-net-worth

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. As a Tax Senior Manager, you will help drive strategy, mentor team members, and manage client communications while overseeing complex tax compliance for high-net-worth clientele.

ConsultingInformation Technology

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth

Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele

Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation

Qualification

CPA licenseTax compliance experienceTax laws expertiseTax preparation softwareClient relationship managementClient-centric mindsetEntrepreneurial mindsetCommunication skillsInterpersonal skills

Required

Bachelor's degree in Accounting, Finance, or a related field

Minimum of 5+ years of experience in tax compliance and planning, focused on high-net-worth individuals or similar client segments

Entrepreneurial mindset – driven to help build, grow, and lead the practice

Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building

Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems

Excellent communication/interpersonal skills and a client-centric mindset

Preferred

CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred

Company

Bennett Thrasher

Bennett Thrasher is the eighth largest Atlanta-based full-service certified public accounting and consulting firm.

Founded in 1980

Atlanta, Georgia, USA

201-500 employees

http://www.btcpa.net/

H1B Sponsorship

Bennett Thrasher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (1)

2024 (1)

2022 (1)

2020 (1)