High Net Worth Tax Manager/Senior Manager

Posted 15 Days Ago
Be an Early Applicant
Bellevue, NE
100K-208K Annually
Senior level
Fintech • Payments • Financial Services
The Role
As a High Net Worth Tax Manager/Senior Manager, you will manage client engagements, provide technical advice, perform tax research, and oversee staff work. You'll also build relationships within the community to generate new business and deliver quality tax consulting services for high-net-worth clients.
Summary Generated by Built In

You enjoy working in a collaborative environment where critical thinking is expected and rewarded and want to build lasting relationships as a trusted advisor to diverse and interesting clients. Then consider our Tax Manager or Tax Senior Manager position with our high-net-worth team.

You collaborate with passionate colleagues to plan, supervise, and execute holistic approaches to complex tax issues for high-net worth individuals and their affiliated entities. If you enjoy advising them on areas of improvement for the success of their companies and family wealth, then consider Clark Nuber. Professional and personal growth are requirements here. Our consultants receive extensive continuing education and career development support.

Tax Managers/Senior Managers are active relationship-builders in the regional business community to generate new business and referrals, so people skills are a must. Add a flexible and upbeat work environment rated one of Washington’s best—and you have an incredible career opportunity.

Some essential functions of the job are but not limited to:

  • Manage client engagements by ensuring proper planning and execution in accordance with professional and firm standards for quality and efficiency. Communicate with clients to determine timelines, schedule staff, oversee and supervise staff performance during engagement, review staff work, provide technical assistance when required.
  • Perform thorough technical review of tax returns and work papers at a level which prevents issues from being missed.
  • Ensure engagement deliverables are produced and delivered to client within agreed upon time frame and in accordance with applicable professional and firm quality assurance standards.
  • Serve as a technical resource for managers, seniors and associates, as well as clients, in area of specialization and expertise; identify new technical issues in specialty area and take initiative to communicate with others on staff to increase awareness and understanding of the issue(s).
  • Conduct sophisticated tax research, consulting, and analysis to plan transactions and to resolve compliance issues.
  • Provide consulting services to clients in area of specialization to provide business advice related to tax planning and compliance and related areas. Assist clients with all aspects of IRS examinations, appeals and other practices which include researching and analyzing tax issues, and writing technical tax memoranda.
  • Participate in activities which support practice development and firm growth strategies and goals. Assist shareholders in preparation and presentation of new client proposals, identify and propose new work for existing clients and engage in professional activities such as writing and publishing articles, preparing and delivering speeches, teaching courses or attending professional events.


Manager Level
The successful candidate will have Bachelor's degree, CPA or EA license, and at least 5 years of experience working with individuals and closely held businesses.

Manager Salary Range: $106,162 minimum to $159,243 maximum salary range

Senior Manager Level
The successful candidate will have Bachelor's degree, CPA or EA license, and at least 8 years of experience working with individuals and closely held businesses.

Senior Manager Salary Range: $138,877 minimum to $222,203 maximum salary range

Deeply committed to professional development, Clark Nuber supports industry-leading continuing education and training programs as well as extensive mentorship and on-the-job learning opportunities. Consultants here are required to continually broaden their knowledge and expertise in directions that help them to make the most of their talents and better serve clients. With our genuine passion for our work and our commitment to serving our clients and communities, Clark Nuber is a place where you can build a lifelong career.

Benefits: Clark Nuber provides fully paid insurance (medical, dental, vision, life, short-term & long-term disability, and AD&D) for employees, with subsidized dependent coverage. The firm grants paid parental leave, 11 holidays, and encourages up to 4 weeks of flexible time off annually. Committed to professional growth, it supports various learning opportunities, including licensing, certifications, tuition, and association fees. Benefits also include a 401k, profit-sharing plans, and more.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.

Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Top Skills

Cpa
Ea
The Company
Bellevue, Washington
358 Employees
On-site Workplace
Year Founded: 1952

What We Do

Clark Nuber is an award-winning Certified Public Accounting firm located in the Seattle Metro Area. For over 70 years, our professionals have provided sophisticated accounting and consulting services to clients here in the Pacific Northwest and throughout the world.

With over 300 professionals, we bring world-class expertise to helping our clients implement strategies for financial health, management, and growth.

Our clients include:

- Privately held and family businesses
- Angel and venture-backed companies
- Public companies
- Foundations
- Not-for-profit and public sector organizations
- High net worth individuals and their families

Our services include:

- Financial statement audits
- Risk management
- Internal control systems
- IT consulting
- Federal, state, and international tax planning and compliance
- CFO/Controller/accounting services
- Employee benefit plan audits
- Government grant audits

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