Tax Director / Senior Tax Manager – High-Net-Worth ClientsA well-established CPA firm is seeking an experienced Senior Tax Manager or Tax Director to join its high-net-worth tax practice as part of a planned partner succession.This is not simply another tax compliance position. A long-standing partner is planning to retire in 2027, creating an opportunity for the right tax professional to transition into responsibility for an established book of high-net-worth clients.The incoming professional will work alongside the retiring partner to learn the clients, understand their tax situations, build relationships, and create a smooth transition of the client base.For an experienced tax professional who wants greater client ownership and a clear path toward becoming a senior leader within a CPA firm, this represents a unique opportunity to step into something that has already taken years to build.High-Net-Worth Client FocusThe practice serves sophisticated high-net-worth individuals and families with complex tax situations. Individual tax returns can include 50–100 K-1s, requiring someone who is comfortable working with significant pass-through activity, investments, partnerships, and other complex tax matters.The work goes well beyond preparing an individual tax return. These clients need an experienced tax advisor who understands their overall financial picture and can provide proactive guidance throughout the year.Key ResponsibilitiesManage and review complex federal and state individual income tax returns for high-net-worth clientsOversee returns involving significant K-1 activity, including individuals receiving 50–100 K-1sManage relationships with high-net-worth individuals and familiesProvide proactive year-round tax planning and advisory servicesAnalyze partnership, S corporation, investment, trust, and other pass-through tax activityCoordinate estimated tax calculations and tax projectionsIdentify planning opportunities and potential tax exposuresCommunicate complex tax matters clearly and confidently to clientsWork directly with the retiring partner to transition existing client relationshipsDevelop a thorough understanding of each client's tax situation, entities, investments, and planning needsReview work prepared by other members of the tax teamMentor and develop tax professionals within the firmBecome the primary point of contact for an established group of clients as the succession progressesIdeal CandidateThe ideal candidate will currently be a Senior Tax Manager, Tax Director, experienced Tax Manager, or newer Partner within a CPA firm and have significant experience serving high-net-worth individuals. We are particularly interested in someone who has already developed the judgment and client presence necessary to become a trusted advisor.Preferred ExperienceCPA strongly preferredSignificant public accounting tax experienceStrong background in high-net-worth individual taxationExperience reviewing complex individual income tax returnsExperience with returns containing significant numbers of K-1sStrong understanding of partnerships, S corporations, investments, trusts, and pass-through entitiesExperience providing tax planning in addition to tax complianceDemonstrated ability to personally manage important client relationshipsStrong communication and interpersonal skillsAbility to work directly with sophisticated high-net-worth individuals and familiesLeadership and staff-development experienceWhat Makes This Opportunity DifferentThe biggest differentiator is succession. Rather than joining a firm and spending years trying to develop a book of business from scratch, the successful candidate will have the opportunity to work directly with an established partner and gradually assume responsibility for an existing high-net-worth client base.The partner's planned 2027 retirement provides time for an orderly transition rather than simply handing clients to someone after the partner leaves. The goal is continuity. Clients should become comfortable with their future advisor while the retiring partner is still actively involved, allowing the incoming professional to establish credibility, understand each relationship, and ultimately take ownership of the book.Who Should Consider This Opportunity?This could be particularly attractive to someone who has reached the Senior Manager or Director level at a larger CPA firm and is asking "What does my path to Partner actually look like?" You may already be managing sophisticated HNW engagements and client relationships but still be several years away from meaningful ownership of a book of business. Here, the succession need already exists. For the right person, this is an opportunity to combine strong technical tax experience with client ownership, leadership, succession, and long-term career growth.The Bottom LineEstablished CPA Firm. Sophisticated High-Net-Worth Clients. Individual returns with significant K-1 complexity. Existing book of business. Partner retiring in 2027. Defined opportunity to become the trusted advisor responsible for those relationships.
