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UHY International Ltd.

Tax Manager-HNWI

Saint Louis, MO · On-site

$107K - $141K/yr

JOB SUMMARY As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure ...

Uhy Llp

Tax Manager-HNWI

Saint Louis, MO · On-site

$110 - $150/hr

## Tax Manager-HNWIApplylocations: St. Louis Downtown, MOtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR101834# **JOB SUMMARY**As a Tax Manager, you will be responsible for ...

New

Nexo

Head of Marketing, US

HNWI Acquisition: Develop personas, targeting strategies, and localized messaging that resonate with US`s high-net-worth individuals. Identify premium channels and moments to engage them effectively.

Australia-Employment

Tax Manager

Phoenix, AZ · On-site

$120 - $175/hr

Our practice is centered on business taxation, primarily pass‑through entities, with additional work in HNWI, Trusts & Estates, and assurance. Our client base spans real estate, construction ...

New

MGO

Tax Director (HNW)

Los Angeles, CA · Hybrid

$170K - $230K/yr

MGO is seeking an experienced Tax Director with an expertiese in high-networth-individuals (HNWI) to lead complex tax engagements and drive growth within our tax practice. This role is ideal for a ...

MGO

Tax Director (HNW)

Los Angeles, CA · Hybrid

$170K - $230K/yr

MGO is seeking an experienced Tax Director with an expertiese in high-networth-individuals (HNWI) to lead complex tax engagements and drive growth within our tax practice. This role is ideal for a ...

Australia-Employment

Partner

Manhattan, NY · On-site

$250 - $500/hr

Partner $250000 - $500000 per year | New York, NY | On‑Site | Permanent Tax Partner - Private Business and HNWI A bit about us: We take pride in our work, making it our goal to live up to our ...

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What is a high-net-worth individual (HNWI)?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a high-net-worth individual (HNWI) wealth advisor?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage high-net-worth individual (HNWI) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Contract. Highlights an 46% Physical, 15% Hybrid, and 39% Remote job distribution.

Tax Manager-HNWI

UHY International Ltd.

Saint Louis, MO • On-site

$107K - $141K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

JOB SUMMARY
As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.
JOB DESCRIPTION
Tax Strategy and Engagement Oversight
  • Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
  • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
  • Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations

Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication
  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
  • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters

Compliance and Documentation
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation
  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
  • Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development
  • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
  • Participate in proposal development and presentations to prospective clients

Supervisory responsibilities
  • Will supervise subordinate team members

Work environment
  • Work is conducted in a professional office environment with minimal distractions

Physical demands
  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
  • Must be able to lift to 15 pounds at a time

Travel required
  • Travel may be frequent and unpredictable, depending on client's needs

Required education and experience
  • Bachelor's degree in accounting, finance, or a related field
  • 5 - 8 years of relevant experience
  • CPA or Enrolled Agent license
  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Specific positions may require additional industry or specialization certifications
  • Responsible for completing the minimum CPE credit requirement
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience
  • Juris Doctor (JD) degree for specialty positions

Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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