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Carr, Riggs & Ingram · 3 days ago

Tax Manager - High Net Worth

United States

Full-time

Remote

Senior Level

5+ years exp

Carr, Riggs & Ingram is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. They are seeking a Tax Manager to expand their high net worth practice, focusing on managing client referrals and providing white-glove tax services while collaborating with wealth advisors and local practice offices.

AccountingConsultingFinance

No H1B

Responsibilities

Review and evaluate incoming HNW client referrals

Assess tax complexity, timing, fit, and service needs

Determine the appropriate office or partner to serve the client

Facilitate a seamless handoff — or, in select cases, manage the engagement within the corporate team

Serve as a relationship navigator between wealth advisors, CRI leadership, and our nationwide tax teams

Help shape a new, high-visibility program tied to a strategic firm partnership

Provide a final technical review on 1041 trust and estate income tax returns

Research tax issues and resolutions/recommendations for those issues

Direct, coordinate, schedule and exercise functional authority for planning, organizing, coordinating and interfacing with clients

Communicate and interface with clients to ensure the clients’ best interests are achieved

Direct and support subordinates’ activities to achieve objectives and set budgets by providing necessary resources and creating an enjoyable work environment to ensure quality and high performance

Facilitate the monitoring of the quality of our product and the performance of our personnel

Manage and oversee real-time and monthly billing functions and collections, and monitor additions to WIP, aging and write-downs