Vale Group · 2 hours ago
Remote HNW Tax Manager
United States
Full-time
Remote
Senior Level
$110K/yr - $130K/yr
7+ years expVale Group has partnered with an award-winning Public Accounting & Tax Advisory firm, which is actively searching for an experienced Remote Tax Manager – High Net Worth, Estate & Trust. The role involves providing strategic tax guidance to high-net-worth individuals and families, focusing on estate and trust planning.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and estates
Conduct tax research and analysis on complex issues with attention to evolving regulations
Review and supervise preparation of estate, trust, and high-net-worth individual tax returns
Support compliance and consulting needs for related pass-through entities
Identify tax-saving opportunities and ensure full compliance with applicable tax laws
Mentor staff and participate in talent development efforts
Collaborate with leadership to improve client experience and support firm growth
Support as needed
Qualification
Required
Minimum of 7 years of relevant tax experience, preferably in public accounting
Bachelor's degree in Accounting or Finance; Master's in Taxation is preferred
CPA license required
Extensive experience with High Net Worth, Estate & Trust taxation
Familiarity with privately held entities, including Corporations, S Corporations, and Partnerships
Strong understanding of federal and state tax compliance and consulting
Experience with individual tax returns and integration with entity-level taxation
Proficiency in tax preparation software (e.g., CCH Axcess, Thomson Reuters UltraTax)
Valid driver's license or reliable transportation
Preferred
Master's in Taxation is preferred
Benefits
Excellent career growth opportunity as well as highly competitive benefits and bonus.
Company
Vale Group
Vale Group is a recruiting firm that offers staffing services for the aerospace, accounting, and banking sectors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Orlando Perez
Founder and Managing Partner
Company data provided by crunchbase