Senior Tax Manager - UHNW/HNW

Senior Tax Manager - UHNW/HNW Wealth Services

Location: Oradell, NJ
Employment Type: Full-time
Department: Wealth Management
Reports To: Tax Director/Managing Partner

Position Overview

Our client is seeking an elite CPA-licensed Senior Tax Manager to spearhead their ultra-high net worth (UHNW) and high net worth (HNW) wealth services practice. This executive-level position demands a distinguished tax professional with deep expertise in managing the most complex tax matters for ultra-affluent individuals, multi-generational families, and their sophisticated business enterprises. The ideal candidate will drive strategic client relationships, lead advanced tax initiatives, oversee substantial practice operations, and play a key role in firm leadership while managing significant revenue responsibility.

Key Responsibilities



Strategic Client Leadership

• Serve as trusted advisor and primary relationship owner for premier UHNW clients with net worth exceeding $25M
• Lead comprehensive wealth planning initiatives spanning multiple generations and complex family dynamics
• Orchestrate seamless coordination with clients' elite advisory teams including top-tier investment banks, private wealth managers, and prominent estate planning counsel
• Chair executive-level client meetings and board presentations on sophisticated tax and wealth strategies
• Oversee crisis management and complex problem resolution for high-profile client situations

Advanced Tax Strategy & Wealth Planning

• Architect and implement cutting-edge tax strategies for ultra-high net worth families and entrepreneurs
• Design sophisticated wealth transfer structures including grantor trusts, charitable lead trusts, and installment sales to defective trusts
• Provide strategic guidance on complex business succession planning, including leveraged recapitalizations and management buyouts
• Lead tax optimization for alternative investments including private equity, hedge funds, real estate funds, and venture capital structures
• Advise on international tax planning for global families with cross-border assets and multi-jurisdictional tax obligations

Practice Leadership & Operations

• Oversee substantial practice revenue responsibility ($2M+ annually) with accountability for profitability and growth
• Lead strategic practice development initiatives and service line expansion for wealth services
• Direct quality control and risk management protocols for the most sensitive client engagements
• Manage resource allocation and capacity planning across multiple complex client portfolios
• Drive technology initiatives and process improvements to enhance service delivery efficiency

Team Development & Leadership Excellence

• Lead, mentor, and develop a team of 8-12 tax professionals including managers, senior associates, and specialists
• Provide advanced technical training on sophisticated tax concepts and UHNW client relationship management
• Conduct comprehensive performance evaluations and succession planning for key team members
• Foster an environment of technical excellence, innovation, and exceptional client service
• Champion diversity, equity, and inclusion initiatives within the tax practice

Business Development & Thought Leadership

• Drive new business development with target revenue growth of $500K+ annually from new relationships
• Lead strategic partnerships with wealth management firms, family offices, and investment advisory practices
• Represent the firm as a thought leader through speaking engagements at prestigious industry conferences
• Author technical articles and whitepapers on advanced tax planning strategies for publication in leading professional journals
• Participate in elite professional organizations and serve on industry committees and boards

Firm Leadership & Strategic Initiatives

• Contribute to firm-wide strategic planning and operational decision-making as a senior leader
• Lead cross-functional initiatives involving audit, advisory, and wealth management service lines
• Participate in partner meetings and contribute to major firm decisions affecting practice direction
• Mentor emerging leaders and contribute to firm-wide talent development initiatives
• Champion innovation and best practices across all service areas

Required Qualifications



Education & Professional Credentials

• Bachelor's degree in Accounting, Finance, or related field from a top-tier university
• Active CPA license in New Jersey (required)
• Master's degree in Taxation from accredited program (strongly preferred)
• Additional advanced certifications preferred (PFS, EA, or equivalent)

Experience & Expertise

• Minimum 10+ years of progressive public accounting experience with specialization in UHNW taxation
• Extensive track record managing ultra-high net worth clients with complex, multi-generational wealth structures
• Proven success in leading large, complex tax engagements with revenue responsibility exceeding $1M annually
• Demonstrated experience in practice leadership, business development, and team management
• History of managing relationships with sophisticated clients including entrepreneurs, executives, and multi-generational families

Technical Mastery

• Expert-level knowledge of advanced tax planning strategies for ultra-high net worth individuals
• Deep expertise in sophisticated trust and estate planning, including complex charitable giving strategies
• Comprehensive understanding of international tax planning and cross-border wealth structures
• Advanced knowledge of partnership taxation, consolidated returns, and complex entity structuring
• Expertise in transaction-based tax planning including M&A, private equity, and real estate transactions

Preferred Qualifications



Advanced Specializations

• Experience with family office operations and governance structures
• Expertise in private placement life insurance and advanced insurance strategies
• Knowledge of art, collectibles, and alternative asset taxation
• Experience with cryptocurrency and digital asset taxation
• Familiarity with state tax planning strategies across multiple high-tax jurisdictions

Leadership & Recognition

• Previous experience in practice leadership roles with P&L responsibility
• Recognition as a leading practitioner in professional publications or industry rankings
• Active leadership roles in prestigious professional organizations
• Speaking experience at national conferences and industry events
• Published thought leadership in taxation or wealth planning

Key Competencies



Executive Leadership

• Exceptional leadership presence with ability to influence and inspire high-performing teams
• Strategic thinking capabilities with long-term vision for practice development
• Outstanding business acumen with proven track record of driving profitable growth
• Change management expertise with ability to lead transformation initiatives

Client Relationship Excellence

• Sophisticated relationship management skills with ultra-high net worth individuals and families
• Consultative advisory approach with focus on comprehensive wealth solutions
• Exceptional presentation and communication skills for executive-level audiences
• Cultural sensitivity and discretion when working with diverse, international clientele

Technical & Strategic Excellence

• Cutting-edge technical expertise in the most complex areas of taxation and wealth planning
• Innovation mindset with ability to develop creative solutions for unique client challenges
• Risk management expertise with understanding of regulatory and compliance complexities
• Strategic problem-solving abilities for multi-faceted, high-stakes situations

Compensation & Benefits

We offer a premier executive compensation package reflecting the seniority and impact of this leadership position:

• Competitive base salary commensurate with experience and qualifications
• Substantial performance-based bonus opportunities with potential to significantly exceed base compensation
• Revenue sharing arrangements based on practice performance and business development success
• Comprehensive executive benefits including premium health, dental, vision, and life insurance coverage
• Executive 401(k) plan with maximum firm matching and profit-sharing participation
• Generous PTO policy with sabbatical opportunities for continuing education and professional development
• Substantial professional development budget for advanced education, conferences, and certifications
• Full reimbursement for professional licenses, memberships, and continuing education requirements
• Executive perquisites including professional development stipend and leadership conference participation