Tax Manager – High Net Worth

Keilty Bonadio

. Complete client engagements, including compilations, tax compliance, preparation, research, correspondence, and planning .

Posted 9/21/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance, advanced tax planning strategies, and client engagement management. Proven ability to develop business relationships and mentor staff while delivering projects on time and within budget.

Highest-signal resume keywords

CPA OR EA CertificationTax ComplianceAdvanced Tax Planning StrategiesClient Engagement ManagementStaff Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax ResearchWealth PlanningSuccession PlanningForm 1041 ManagementBusiness Trend AnalysisWorking Paper PreparationClient Project ManagementBudget ManagementClient Satisfaction Delivery

Soft Skills

Relationship DevelopmentEffective CommunicationMentoringProblem SolvingClient Management

Tools & Technologies

Tax SoftwareMicrosoft Office Suite

Certifications & Qualifications

CPAEA

Industry Keywords

TrustsEstatesWealth PreservationEquity CompensationClosely Held Business Interests

About the role

Key responsibilities & impact

Complete client engagements, including compilations, tax compliance, preparation, research, correspondence, and planning
Manage trust and estate-related filings, including Form 1041
Provide consultative guidance on wealth planning, succession, and family tax strategy
Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
Review and prepare clear and concise working papers
Analyze diverse issues and evaluate business trends
Develop effective relationships with internal and external clients
Assist clients with special projects
Deliver projects and engagements on time, within budget, and to client satisfaction
Manage, mentor, and develop staff
Oversee client engagements and provide evaluative feedback

Requirements

What you’ll need

A minimum of a bachelor's degree in accounting
CPA or EA certification
A minimum of five years of relevant CPA firm experience
Ability to develop and sustain business relationships for the purpose of increasing the client base
Proficiency with tax software and Microsoft Office Suite
Ability and willingness to travel as required
Ability to work additional hours during peak times
Ability to work during stated office hours, Monday through Friday

Benefits

Comp & perks

Work/life balance focus
Hybrid work arrangement with flexibility
Mentoring and training programs
Path to Partnership
Diversity and inclusive work environment
Flexible summer hours
Equal treatment and opportunity
Exposure to diverse work and interesting issues