Senior Tax Manager: High Net Worth, Trusts & Estates

Job Description

Job DescriptionSenior Tax Manager: High Net Worth, Trusts & Estates

Senior Tax Manager: High Net Worth, Trusts & Estates

A Rapidly Growing Professional Services Firm

Location: Bedford, New Hampshire

Salary: $140,000 - $180,000

Specialization: High Net Worth Individuals, Trusts, and Complex Estates

Why Join Us?

We are a nationally recognized firm that has built its foundation on a client-centric, employee-first philosophy. We believe that exceptional work starts with an extraordinary culture. Having been recently named one of the region's best companies to work for, we offer an entrepreneurial environment where your contributions are highly valued, and your career progression is clear and supported.

• Culture & Flexibility: We foster a supportive, team-focused workplace that offers true work-life flexibility, including summer half-day Fridays and investments in wellness.
• Meaningful Impact: You will step into a leadership role where you deliver the highest caliber of boutique service and technical expertise to a sophisticated client base, including successful founders, entrepreneurs, and high net worth families across New England, California, and New York.
• Rapid Growth: We are growing quickly, providing unparalleled opportunities to gain mentorship from seasoned leaders, innovate on firm methodologies, and help shape our future direction.

Your Role as Senior Tax Manager

As a Senior Tax Manager, you will be a core member of our management team, specializing in sophisticated tax compliance and planning for our high net worth clientele and their related entities. You will own client relationships and lead engagement execution.

Key Responsibilities

• Tax Planning & Strategy: Lead the analysis of complex tax issues, proactively identifying and developing tax planning opportunities for clients and their trusts/estates.
• Compliance Oversight: Oversee and meticulously review complex federal and state income tax returns, with a focus on high net worth individuals (Form 1040), private trusts (Form 1041), and complex estate issues. This includes review of specialized investment returns (e.g., hedge fund, VC, PE K-1s) and related international reporting.
• Client Relationship Management: Serve as the primary client contact, ensuring a standard of excellence in communication, responsiveness, and service delivery for your dedicated client portfolio.
• Leadership & Development: Actively mentor and develop staff and associates within the tax department, contributing to their technical growth and participating in firm-wide management initiatives.

What We're Looking For

We welcome high-performing candidates ready for the next step, combining deep technical knowledge with an entrepreneurial mindset.

Qualifications

• CPA or EA designation is required.
• Bachelor's degree in Accounting, Taxation, or a related field.
• A minimum of 8 years of progressive experience specializing in high net worth individual taxation, trust and estate income tax compliance, and planning.
• Exceptional client service, communication, and relationship-building skills.
• A proactive, collaborative approach and comfort working in a fast-paced, technology-enabled environment.
• Hybrid work model is available for eligible candidates.

If you are seeking a firm where your expertise is valued, your ideas are heard, and your career can genuinely flourish, we encourage you to connect with us.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 11/12/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.