Tax Senior Manager - High Net Worth

Company: NorthPoint Search Group
Location: Atlanta
Posted on: April 3, 2026

Job Description:

Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience and advanced credentials (CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred). What: Reviews and evaluates HNW referrals, prepares and reviews complex trust, estate, and gift tax filings, manages fiduciary accountings, and helps guide clients through a concierge-style tax experience. When: Full-time senior leadership role available immediately. Where: Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN. Why: To help build and lead a new centralized HNW tax program by providing technical depth, strategic judgment, and relationship-focused client stewardship. Office Environment: A collaborative, innovative corporate team setting centered on precision, communication, and high-touch client service. Salary: Competitive and commensurate with senior-level HNW expertise. Position Overview: The Tax Senior Manager – High Net Worth plays a strategic and high-visibility role in CRI’s expanding HNW initiative. This is not traditional production work; instead, it blends technical tax expertise with assessment, orchestration, and relationship navigation. You will evaluate incoming high-net-worth referrals, determine the right partner or office placement, facilitate seamless handoffs, and occasionally manage engagements directly. This role is ideal for a seasoned HNW professional seeking meaningful work beyond the busy-season grind—where judgment, communication, and client experience shape the client journey and influence firmwide strategy. Key Responsibilities: - Review and evaluate incoming HNW client referrals to assess complexity, timing, fit, and service needs. - Determine the appropriate partner or office to serve each client and coordinate seamless handoffs. - In select cases, manage HNW engagements directly within the corporate team. - Serve as a relationship navigator between wealth advisors, firm leadership, and nationwide tax teams. - Prepare and conduct initial reviews of 1041 trust and estate income tax returns. - Prepare fiduciary accountings with familiarity of state statutes and related documentation. - Analyze complex tax issues and provide well-reasoned conclusions. - Perform diversified tax and accounting assignments under senior leadership. - Demonstrate high-level technical proficiency and adherence to firm standards. - Meet all workload and client deadlines consistently. - Participate in and help lead training initiatives to develop technical skills across the team. - Deliver exceptional client service with accuracy, attentiveness, and responsiveness. - Build and maintain strong client and referral relationships. Qualifications: - Fiduciary experience required; law firm or trust department experience considered. - 8 years of experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift taxation. - Experience with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred. - CPA required; additional designations strongly preferred: EA, CFTA, CFP, PFS, or PFP. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Keywords: NorthPoint Search Group, Chattanooga , Tax Senior Manager - High Net Worth, Accounting, Auditing , Atlanta, Tennessee