What are the responsibilities and job description for the Senior Tax Manager (HNW) position at Wiss?
About Wiss:
Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions.
We are actively seeking an experienced, client-focused Senior Tax Manager to join our Family Office team, specializing in high-net-worth individuals and families. The ideal candidate will combine technical tax expertise with a passion for exceptional client service and relationship management.Core Responsibilities:
- Client Relationship Leadership: Serve as the primary point of contact for high-net-worth clients, building trust through proactive communication and a deep understanding of their needs.
- Proactive Tax Planning: Lead the development and execution of tax strategies, collaborating with clients and advisory teams to optimize wealth management goals.
- Review Complex Returns: Oversee federal, state, local, and international tax filings for individuals and trusts, ensuring accuracy and compliance.
- Estate & Wealth Advisory: Participate in sophisticated estate planning and wealth transfer planning meetings with family office team and clients.
- Strategic Advisory: Act as a trusted advisor, identifying tax-saving opportunities and providing clear, actionable advice.
- Team/Staff Leadership - Develop, inspire and mentor junior staff through a combination of challenging engagements including client management skills.
- Technology Leadership: Leverage tools like CCH Axcess to drive efficiency and accuracy across engagements and identify opportunities for process improvement.
- CPA required; MST preferred
- Bachelor's degree in Accounting
- Minimum of 7 years of experience at a mid-sized or large national/regional CPA firm with a focus on high/ultra-high net worth individuals.
- Demonstrate expertise in individual, trust, estate, and fiduciary taxation.
- Possess polished written and verbal communication with the ability to collaborate successfully with firm leadership
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.