High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates)

Macpower Digital Assets Edge Private Limited

🇺🇸 United States

On-site

Manager or above

5 days ago

$120,000 – $160,000 / year

5 days ago

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Position Summary:We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.
Key Responsibilities:

Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns
Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies
Lead client engagements from planning through delivery, ensuring high-quality service and compliance
Provide oversight, mentoring, and technical training to tax staff and seniors
Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies
Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals
Identify planning opportunities and contribute to business development activities
Maintain strong client relationships and serve as the go-to tax resource

Basic Qualifications:

CPA required; MST, JD, or LLM in Taxation strongly preferred
Minimum 5–7 years of public accounting experience, with a focus on HNWIs, estates, and trusts
In-depth knowledge of federal and state fiduciary and estate tax laws
Excellent communication skills with the ability to convey complex tax concepts to clients
Proven leadership and client management abilities
Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)

High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates) · Macpower Digital Assets Edge Private Limited

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