Tax Senior Manager – High-Net-Worth (HNW) Corporate Team | 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 hire a Remote Tax Senior Manager for its expanding High-Net-Worth Corporate Team.

This non-traditional, remote tax leadership role is ideal for experienced HNW tax professionals who enjoy complex client work—but want to move beyond heavy production into a strategic, relationship-driven, advisory-focused position.

This newly formed team is central to a major firmwide growth initiative, acting as the primary hub for HNW client referrals, wealth advisor relationships, and national tax leadership. Your expertise will directly influence client strategy, service direction, and firmwide outcomes.

💡 Why This Remote HNW Tax Role Is Different

This is not traditional public accounting production.

It’s assessment, orchestration, high-touch client engagement, and strategic decision-making—all within a remote-eligible corporate environment with no busy-season burnout.

🔨 Key Responsibilities

Client Intake & Evaluation

• Review, evaluate, and triage High-Net-Worth client referrals
• Assess tax complexity, timing, service needs, and ideal servicing structure
• Act as a liaison between wealth advisors, national tax leadership, and local offices

Strategic Orchestration

• Match each HNW client with the correct partner, office, or service team
• Facilitate seamless handoffs—or directly manage select client engagements
• Shape a new, high-impact HNW program as part of a national strategic initiative

Technical Tax Expertise

• Prepare and review 1041 trust & estate income tax returns
• Prepare fiduciary accountings and interpret related state statutes and documents
• Analyze complex tax issues and deliver clear, actionable recommendations
• Perform diversified tax assignments with exceptional accuracy and work quality

Leadership & Collaboration

• Deliver high-level client service with fast turnaround and attention to detail
• Participate in firmwide technical training and mentor developing talent
• Build and maintain strong relationships with clients, advisors, and internal teams

🧠 Qualifications

• 8+ years experience with 1041, 706, 709, and complex HNW 1040 preparation & review
• Strong fiduciary, trust, or estate experience (law firm or trust department welcomed)
• CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred
• Must be authorized to work in the U.S. (no sponsorship available)

🌎 Remote & Location Requirements

This is a fully remote-eligible corporate role for candidates based in the East Coast or Midwest.

🎁 Benefits & Advantages

• Above-market compensation package
• Fully remote structure (no return-to-office risk)
• High-visibility role tied to a major strategic partnership
• Non-traditional tax model (lighter production, more strategy and advisory)
• Growth, development, and leadership opportunities
• Join a national firm known for collaboration and exceptional client service

📩 Confidential Inquiry

If you’re seeking a remote HNW tax leadership role with strategic impact, client-facing influence, and no traditional busy-season pressure, this opportunity offers a rare blend of flexibility, visibility, and career growth.

All inquiries will be handled with strict confidentiality.