Our client is a respected professional services and tax advisory organization specializing in delivering comprehensive accounting, tax, and consulting solutions to individuals, families, and privately held businesses. The organization provides personalized advisory services focused on long-term financial planning, wealth preservation, and complex tax compliance.
With a strong commitment to technical excellence, client relationships, and professional development, the firm supports high-net-worth clients through sophisticated tax planning and strategic advisory solutions.
Position OverviewWe are seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth (HNW) individuals, families, trusts, estates, and private wealth clients.
The ideal candidate will have strong technical expertise in individual and fiduciary taxation, exceptional client relationship skills, and experience managing complex tax engagements within a public accounting environment.
Key ResponsibilitiesTax Engagement ManagementLead and manage tax engagements for high-net-worth individuals and private wealth clients.
Review and oversee preparation of:
Individual tax returns
Gift tax returns
Estate tax returns
Trust tax returns
Ensure compliance with federal, state, and local tax regulations.
Provide technical review and guidance on complex tax matters.
Develop proactive tax planning strategies for individuals, families, trusts, and estates.
Provide advisory support related to wealth preservation and tax optimization.
Research complex tax issues and communicate recommendations to clients.
Build and maintain trusted relationships with high-net-worth clients.
Serve as a primary advisor and point of contact for assigned engagements.
Collaborate with senior leadership on complex client matters.
Mentor and develop junior tax professionals.
Review workpapers and provide technical guidance.
Support team collaboration and continuous improvement initiatives.
Bachelor's degree in Accounting, Finance, or related field.
Active CPA license required.
7+ years of public accounting tax experience.
Strong expertise in:
Individual taxation
Gift taxation
Estate taxation
Trust taxation
Private wealth advisory services
Strong leadership, communication, and client advisory skills.
Experienced tax professional specializing in HNW and private client services.
Strong background in public accounting environments.
Skilled at managing complex tax engagements and client relationships.
Passionate about mentoring teams and delivering high-quality advisory services.
Salary Range: $130,000 – $200,000 annually
Full-time opportunity
Career growth within a professional tax advisory environment
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- Active CPA license
- 7+ years of public accounting tax experience
- Expertise in individual taxation
- Expertise in gift taxation
- Expertise in estate taxation
- Expertise in trust taxation
- Experience with private wealth advisory services
- Strong leadership, communication, and client advisory skills
What We Do
WHO Founded in 2006 and headquartered in Redmond, WA. Our Senior Leadership team has more than 137 years of combined experience in the Telecommunications and Software Industry. Inabia is built on family values and close-knit culture. This commitment extends to the relationships we build with both our employees and our business partnerships. As a Minority Certified business, we strive to positively impact society through technology, people, and innovation. WHAT For over a decade, we have been providing powerful IT and business solutions to individuals and businesses alike. Here at Inabia, we believe that our success reflects our clients’ success. HOW We are fortunate to be situated in a city where technology and innovation is not only appreciated; but part of day to day lives. We are a growing company that has adapted and evolved our approach, helping us to exceed the ever-changing needs and requirements of our clients. WHY We are a company that fosters and values relationships, as a result many of our clients have been with us from the start of our journey. We ensure that our partners have access to best-in-class professional support, management consulting and staffing services. We make sure our consultants are carefully screened and selected based on their experience. This process ensures that we meet or exceed the specific needs of our clients.
