Tax Senior – High-Net-Worth (HNW) | REMOTE
📍 Remote Eligible – East Coast or Midwest
💼 Full-Time | 💰 Above-Market Compensation | 🌐 High-Visibility Corporate Role
Career Staffing Talent (CST) is partnering with a nationally recognized accounting & advisory firm to recruit a Tax Senior for its expanding High-Net-Worth Corporate Team. This is a rare opportunity for tax professionals who enjoy complex, high-net-worth client work—but want to transition into a strategic, corporate, remote-friendly environment without the heavy pressures of traditional production.
The firm is building a centralized HNW tax team to manage a growing pipeline of referrals from wealth management advisors. You’ll play a key role in a new, high-visibility initiative that connects wealth advisors, HNW clients, and tax leadership across the country.
💡 Why This Remote HNW Tax Role Is Different
This is not typical public-accounting production. It’s assessment, stewardship, orchestration, and high-touch client navigation, designed for professionals who want to stay close to complex tax work while escaping the “busy-season grind.”
You’ll leverage both your technical depth and your judgment, communication skills, and client-service instincts—operating like a triage + concierge combined with the skillset of a seasoned HNW practitioner.
🔨 Responsibilities
Client Intake & Navigation
- Review and evaluate incoming High-Net-Worth client referrals
- Assess tax complexity, timing, and service needs
- Determine the appropriate office, partner, or servicing team
- Facilitate seamless handoffs—or help manage select engagements within the corporate team
- Support a major, firmwide strategic partnership initiative
Technical Tax Preparation & Review
- Prepare and perform initial reviews of ultra-high-net-worth individual filings, including foreign, federal, and multistate complexities
- Prepare and review family limited partnership returns and fiduciary filings
- Analyze sophisticated tax issues and form sound conclusions
- Assist with resolving Federal and State tax notices
- Conduct tax research and develop proficiency with firm research tools
Client Service & Collaboration
- Deliver exceptional, responsive client service with high accuracy and quick turnaround
- Perform diversified tax assignments under the direction of a Senior Manager or Partner
- Work effectively within a remote team environment
🧠 Qualifications
- Actively pursuing CPA certification (CPA preferred)
- 3+ years of public accounting experience focused on ultra-high-net-worth individuals
- Strong communication and client-service skills
- Ability to collaborate effectively in a remote team environment
- Must be authorized to work in the U.S.; no sponsorship available
🌎 Remote & Location Requirements
This role is part of a corporate team and is remote-eligible.
🎁 Benefits & Advantages
- Competitive compensation
- Remote-eligible structure with no RTO pressure
- High-visibility role in a new, strategic HNW program
- Unique blend of technical work, client navigation, and strategic assessment
- Professional development and upward mobility in a respected national firm
- Collaborative, client-focused culture with deep industry expertise
📩 Confidential Inquiry
If you’re seeking a remote HNW tax role with strategic impact, reduced production pressure, and meaningful client relationships, this opportunity offers a rare lane to grow your career in a modern, corporate setting.
All inquiries will be handled with strict confidentiality.