High Net Worth (HNW) Tax Supervising Senior

About the role

High Net Worth (HNW) Tax Supervising Senior

This position sits at the intersection of strategic advisory and technical excellence within our established Tax Practice. As a High Net Worth (HNW) Tax Supervising Senior, you will be instrumental in launching and shaping our new High Net Worth initiative. This role is specifically designed for a seasoned tax professional who is eager to build and lead a specialized segment dedicated to serving current and upcoming clients with complex wealth preservation needs. You will leverage your deep expertise to guide intricate tax challenges, ensuring our clients receive bespoke solutions that align with their strategic objectives.

What you'll do

Your daily responsibilities will focus on both the technical execution and leadership required for high-value HNW engagements. You will be the primary architect of premium tax strategies, translating complex federal, state, and local regulations into clear, actionable plans. Your role encompasses the full client lifecycle, from initial intake through to final delivery and follow-up. Specifically, you will:

• Design Premium Tax Strategies: Formulate advanced tax approaches for affluent clients, utilizing your expertise in federal, state, and local regulations to optimize their financial positions.
• Manage End-to-End Engagements: Oversee projects from initiation to completion, ensuring adherence to scope requirements and meeting practical notes deadlines consistently.
• Lead and Audit Quality: Audit intricate filings and advisory documents, question underlying assumptions, and refine narratives to safeguard client interests and maintain the highest standards of accuracy.
• Deliver Regulatory and Client Satisfaction: Produce outputs that satisfy regulatory bodies and customers, handling all associated paperwork, correspondence, and follow-up until goals are met.
• Foster Cross-Functional Collaboration: Align with legal, wealth management, and technology experts to harmonize techniques, integrate systems, and bolster the HNW environment.
• Manage Workflow and Prioritize: Manage workflow rhythms, balance case volumes, prioritize high-value opportunities, and maintain excellence across strenuous assignments.
• Enforce Compliance and Risk Management: Enforce compliance by auditing processes, verifying policy observance, and resolving matters before they escalate for clients.
• Develop External Insights: Develop external relationships to gain perspective, benchmark methods, and uncover options for complex HNW situations.

Requirements

To succeed in this role, you must meet the mandatory qualifications that underscore your technical proficiency and leadership capabilities in high net worth taxation.

• Active Authorization: You must possess active authorization to prepare US federal, state, and local tax returns specifically for high net worth individuals.
• Supervisory Experience: You must have a minimum of 3 years of post-qualification experience supervising HNW tax engagements and leading teams through complex projects.
• Strategic Comprehension: You must comprehend estate planning structures, international factors, and credit tactics within high net worth scenarios.

About the role

High Net Worth (HNW) Tax Supervising Senior

This position is a critical leadership role within our growing Tax Practice. We are seeking a professional to shape our new High Net Worth initiative, a dedicated segment focused on serving clients with strategic wealth preservation needs. In this capacity, you will design and oversee the implementation of premium tax strategies for affluent individuals and entities. You will manage the full client engagement lifecycle, from initial intake to final delivery, ensuring our advisory results define long-term plans. This role grants significant authority over critical projects where your judgment directly impacts client trajectory and our organizational standing as a trusted advisor.

What you'll do

Your core responsibilities will revolve around leading complex HNW engagements and developing sophisticated tax solutions. You will be expected to convert intricate tax rules into clear, strategic recommendations while collaborating effectively with peers. Your key duties include:

• Creating Intake Procedures: Establishing processes to collect client information, confirm accuracy, and clearly define the scope for all high net worth engagements.
• Formulating Advanced Tax Approaches: Developing strategies using federal, state, and local regulations, collaborating with specialists to ensure precise HNW results.
• Auditing and Refining: Auditing intricate filings and advisory documents, questioning underlying assumptions, and refining narratives to protect client interests and adhere to schedules.
• Delivering Client Outputs: Producing documents that satisfy regulatory bodies and customers, managing all paperwork, correspondence, and follow-up until objectives are achieved.
• Cross-Functional Integration: Working alongside legal, wealth management, and technology experts to harmonize techniques, integrate systems, and strengthen the HNW environment.
• Workflow and Case Management: Managing workflow rhythms, balancing case volumes, prioritizing high-value opportunities, and maintaining excellence across strenuous assignments.
• Compliance Enforcement: Auditing processes, verifying policy observance, and resolving issues proactively to prevent problems for clients.
• External Relationship Development: Building external relationships to gain perspective, benchmark methods, and uncover options for complex HNW situations.

Requirements

The mandatory qualifications for this role are designed to ensure you have the necessary authority and experience to lead HNW tax engagements independently.

• Active Authorization: You must hold active authorization to prepare US federal, state, and local tax returns for high net worth individuals.
• Supervisory Leadership: You must possess a minimum of 3 years of post-qualification experience supervising HNW tax engagements and leading teams through complex projects.
• Strategic Knowledge: You must have a comprehensive comprehension of estate planning structures, international tax factors, and credit optimization tactics specific to high net worth scenarios.

Preferred Experience

While not mandatory, having served clients with varied portfolios across sectors and regions in flexible advisory environments is highly valued.

Required Competencies and Tools

Success in this role requires proficiency in the tools of the trade and strong interpersonal skills.

• Technical Proficiency: Demonstrated proficiency in tax software, research platforms, and collaboration tools common in professional services.

Application Instructions

To be considered, you must verify your eligibility and submit your materials via the official portal.