Senior Tax Manager

SHR Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role within its expanding Tax Services and Family Office platform. The Senior Tax Manager will serve as a trusted tax advisor to high‑net‑worth clients, lead complex tax planning initiatives, and act as a senior partner to Wealth Advisors across the firm. The Senior Tax Manager will have meaningful influence over strategy, client outcomes, and the continued growth of the tax function.

Responsibilities

Lead tax planning and compliance for complex high-net-worth individuals, families, trusts, and entities

Review and oversee preparation of tax returns and related filings

Develop and implement advanced tax planning strategies aligned with client wealth objectives

Partner closely with Wealth Advisors, Family Office professionals, and Risk teams

Serve as a senior point of contact for client tax matters

Mentor and review work of Tax Managers and Associates

Monitor legislative and regulatory changes and proactively advise clients

Contribute to process improvement and best‑practice development within the tax platform

Qualifications

Bachelor’s degree in Accounting or related field

Certified Public Accountant (CPA), license, -required

8‑12+ years of progressive tax experience

Deep experience with high-net-worth individuals, trusts, estates, and closely held entities

Background in public accounting, family office, or integrated wealth management preferred

Strong planning mindset with the ability to think strategically beyond compliance

Proven ability to lead, mentor, and influence cross‑functional teams

Client‑first mentality with high professional standards

Seniority Level

Mid‑Senior level

Employment Type

Full-time

Job Function

Accounting/Auditing and Management

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