HNW Financial Services Tax Manager
- Work with high-net-worth and ultra-high-net-worth clients across the financial services sector.
- Advise investment management professionals, private equity partners, hedge fund executives, and business owners.
- Join a growing mid-sized firm that offers the sophistication and resources of a larger platform while maintaining a collaborative, entrepreneurial culture.
- Be part of a lean, high-performing HNW team where you'll gain meaningful exposure to Partners, contribute to key client decisions, and enjoy strong visibility for career advancement.
- Flexible working environment with a genuine commitment to professional development and work-life balance.
Ideal background:
- CPA or CPA-track.
- Experience with high-net-worth individuals, trusts, partnerships, pass-through entities, and closely held businesses.
- Exposure to financial services, investment management, private equity, hedge funds, or alternative investments.
- Strong client relationship management and tax planning skills.
If you're looking for a role where your work is visible, your client relationships matter, and your path to progression isn't buried within a large hierarchy, I'd be happy to share more details.
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