Job Description
Job DescriptionTax Manager - High Net Worth/Ultra High Net Worth1040 Focus
Fully Remote (U.S.) | Travel to NE US 3-4X Per Year
If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane.
Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out.
A Different Culture - A Different Mindset
• Remote-first: Work from where you do your best work.
• Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments.
• Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning.
• Culture matters: Flexibility, trust, and sustainability are not slogans here.
What Will Your Day Look Like?
Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients
• Review and manage complex Forms 1040 and related filings, including multi-state returns.
• Handle Schedule C, E, and F activities.
• Work with pass-through entity K-1s (partnerships, S corps, trusts).
• Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A.
• Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel
• Identify and resolve complex issues tied to investment income, private equity, and hedge funds.
• Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds.
• Navigate AMT, NIIT, and SALT considerations.
• Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact
• Own client relationships with HNW individuals and family groups.
• Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales).
• Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader
• Manage budgets, deadlines, workflow, and quality across multiple engagements.
• Review work with clarity and kindness.
• Mentor seniors and staff on technical skills and client communication.
• Improve processes and drive efficiencies.What will success look like?
• Clients feel supported, informed, and confident.
• Returns are timely, accurate, and thoughtfully reviewed.
• Staff feel coached and developed, not just reviewed.
• Planning opportunities are identified proactively.What you bring:
• CPA required. Client will consider an EA or JD
• 6 to 10+ years in public accounting with a strong HNW individual tax focus
• Deep expertise in complex individual tax matters and strong review skills
• Experience mentoring teams and managing competing deadlines
• Strong ability to explain complex topics to non-technical clients
Nice to have:
• Trust, estate, and gift exposure
• Private equity, hedge funds, or alternative investment exposure
• Familiarity with CCH Axcess or similar platforms
If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.