Tax Manager - UHNW/HNW
Tax Manager - UHNW/HNW Tax Services
Position Overview
Key Responsibilities
Client Relationship Management
Tax Strategy & Planning
Technical Leadership & Compliance
Team Leadership & Development
Business Development & Growth
Required Qualifications
Education & Licensing
Experience
Technical Expertise
Preferred Qualifications
Professional Development
Specialized Experience
Key Competencies
Leadership & Management
Client Service Excellence
Technical & Business Acumen
Compensation & Benefits

Location: Oradell, NJ
Employment Type: Full-time
Department: Wealth Management
Reports To: Tax Director/Partner
Position Overview
Our client is seeking an exceptional CPA-licensed Tax Manager to lead their ultra-high net worth (UHNW) and high net worth (HNW) tax practice. This senior-level position requires a seasoned tax professional with extensive experience managing complex tax matters for affluent individuals, families, and their related entities. The successful candidate will oversee client relationships, lead technical tax initiatives, and drive the strategic growth of the high net worth practice while managing a team of tax professionals.
Key Responsibilities
Client Relationship Management
- Serve as primary relationship manager for a portfolio of UHNW/HNW clients with complex tax needs
- Develop and maintain long-term strategic relationships with clients and their professional advisory teams
- Lead client meetings, presentations, and strategic tax planning sessions
- Coordinate with estate planning attorneys, wealth managers, investment advisors, and family office personnel
- Ensure exceptional client service delivery and proactive communication across all engagements
Tax Strategy & Planning
- Design and implement sophisticated tax planning strategies for individuals with net worth exceeding $10M
- Analyze complex business transactions, investment structures, and succession planning opportunities
- Provide strategic guidance on tax-efficient wealth transfer techniques and estate planning strategies
- Evaluate multi-generational tax planning opportunities including dynasty trusts and family limited partnerships
- Advise on tax implications of private equity investments, hedge fund structures, and alternative investments
Technical Leadership & Compliance
- Oversee preparation and review of complex individual, trust, estate, partnership, and corporate tax returns
- Manage multi-state and multi-jurisdictional tax compliance requirements
- Handle sophisticated entity structures including private foundations, charitable remainder trusts, and family offices
- Ensure compliance with international tax reporting requirements (FBAR, FATCA, Form 8938, Form 3520)
- Research and resolve complex technical tax issues and regulatory matters
Team Leadership & Development
- Lead and mentor a team of senior associates, associates, and seasonal staff
- Provide technical guidance and training on advanced tax concepts and UHNW client service
- Conduct performance evaluations and develop career advancement plans for team members
- Foster a collaborative team environment focused on excellence and continuous improvement
- Oversee workflow management and resource allocation during peak seasons
Business Development & Growth
- Identify opportunities to expand services within existing UHNW client relationships
- Participate in networking events and professional organizations to build referral relationships
- Collaborate with partners on business development initiatives and client retention strategies
- Contribute to thought leadership through speaking engagements and technical publications
- Support proposal development and new client onboarding processes
Required Qualifications
Education & Licensing
- Bachelor's degree in Accounting, Finance, or related field
- Active CPA license in New Jersey (required)
- Master's degree in Taxation strongly preferred
Experience
- Minimum 6+ years of progressive public accounting experience with focus on individual and entity taxation
- Extensive experience working with UHNW clients (net worth $10M+) and complex family structures
- Proven track record of managing multiple high-value client relationships simultaneously
- Experience leading and developing tax professionals in a public accounting environment
- Demonstrated expertise in sophisticated tax planning and compliance for high net worth individuals
Technical Expertise
- Advanced knowledge of federal and state tax codes, particularly as they apply to high net worth individuals
- Deep understanding of trust and estate taxation, including generation-skipping transfer tax
- Experience with international tax matters and foreign reporting requirements
- Expertise in partnership taxation, S-corporation elections, and complex entity structures
- Knowledge of gift and estate tax planning strategies and valuation issues
Preferred Qualifications
Professional Development
- Enrolled Agent (EA) designation or Personal Financial Specialist (PFS) credential
- Advanced certificates in taxation or estate planning
- Active participation in professional organizations (AICPA, state CPA society, estate planning councils)
Specialized Experience
- Experience with private equity, hedge funds, and alternative investment structures
- Knowledge of New York, Connecticut, and Florida state tax laws
- Familiarity with family office operations and multi-generational planning
- Experience with tax provision work and consolidated return preparation
- Background in mergers and acquisitions tax planning
Key Competencies
Leadership & Management
- Exceptional leadership skills with ability to inspire and develop high-performing teams
- Strong project management capabilities with experience managing multiple complex engagements
- Excellent delegation skills and ability to provide constructive feedback
- Strategic thinking and problem-solving abilities
Client Service Excellence
- Outstanding communication skills with ability to present complex concepts to sophisticated audiences
- Proven relationship-building skills with UHNW individuals and their advisors
- Discretion and professionalism when handling highly confidential information
- Consultative approach to client service with focus on value-added advisory services
Technical & Business Acumen
- Comprehensive understanding of wealth management concepts and investment structures
- Ability to identify planning opportunities and translate technical concepts into actionable strategies
- Strong analytical skills and attention to detail
- Business development mindset with focus on relationship growth and retention
Compensation & Benefits
We offer an executive-level compensation package reflecting the seniority and responsibility of this position:
- Competitive base salary based on experience and qualifications
- Significant performance-based bonus opportunities tied to client satisfaction and practice growth
- Comprehensive executive benefits package including health, dental, vision, and life insurance
- 401(k) plan with generous firm matching and profit-sharing opportunities
- Flexible PTO policy with additional time off for professional development
- Professional development budget for continuing education and conference attendance
- CPA license and professional membership reimbursements
