Veritas Group

Tax Manager – High Net Worth & Family Office Advisory

Location: Hybrid or Remote

Compensation: Competitive base + bonus + excellent benefits

Work Environment: Exceptional culture | Elite client base | Long-term growth track

The Opportunity

We are partnering with a highly respected public accounting and advisory firm serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family offices, and closely held businesses. This firm is known for its elite client base, collaborative culture, and advanced tax advisory work.

This role offers the opportunity to work on complex, sophisticated tax planning and compliance engagements, providing trusted advisory services to multi-generational families and entrepreneurial clients.

What You’ll Do

• Deliver advanced tax planning, structuring, and compliance services to HNW & UHNW individuals and families
• Serve as a trusted advisor on complex individual, trust, gift, estate, and multi-entity tax matters
• Lead tax engagements for closely held businesses, including S-corps, partnerships, and other pass-through entities
• Provide strategic planning related to income tax minimization, wealth transfer, estate planning, and business succession
• Review complex tax returns and oversee high-quality client deliverables
• Build long-term client relationships through proactive planning and personalized service
• Mentor and develop staff while collaborating closely with firm leadership

What We’re Looking For

• CPA or EA required
• 5+ years of public accounting experience, with significant exposure to HNW / UHNW individual taxation
• Strong experience with closely held companies and pass-through entities
• Deep understanding of complex individual, trust, estate, and gift tax matters
• Proven advisory mindset with excellent client communication skills
• Desire to grow into a long-term leadership role

Why This Role

• Premier client base — complex, sophisticated, and engaging work
• Excellent culture — collaborative, flexible, and people-focused
• Hybrid or fully remote flexibility
• Strong compensation, bonus potential, and benefits
• Clear career growth and leadership track