What are the responsibilities and job description for the Interim Senior Tax Manager - High Net Worth (Job# 107068) position at Unity Search LLC?
Job Description:
Our client, a nationally recognized advisory and tax firm, is seeking an Interim Senior Tax Manager to support its High Net Worth / Ultra High Net Worth (HNW/UHNW) tax practice. The consultant will work closely with partners and senior leadership to support complex tax compliance and advisory needs for a large private equity client, during a period of increased client demand.
Job Responsibilities:
- Review and prepare complex individual and partnership tax returns for high-net-worth and ultra-high-net-worth clients
- Support tax planning and compliance work tied to investment partnerships and private equity structures
- Collaborate with partners and senior leadership on technical tax matters and client advisory work
- Manage a large private equity firm engagement, ensuring deliverables are completed accurately and on schedule
- Provide guidance and review support to staff and senior tax professionals within the team
- Assist with FATCA / CRS reporting and international tax compliance considerations
Requirements:
- Education/Certification: Bachelor’s degree in accounting; CPA required, Big 4 public accounting experience preferred
- Years of Experience: 6–10 years of public accounting tax experience
- Skills: Strong HNW / UHNW tax compliance experience, partnership taxation, private equity structures, international reporting exposure (FATCA/CRS), technical tax research, and client advisory capabilities
Software:
GoSystems (not required)
Interview Process:
1st Round: HR and Partner interview
2nd Round: Two Partner interviews
Interviews conducted via Microsoft Teams video call
Work Location: In person