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Metro locations and common Tax Manager title increase applicant density, but seniority and niche tax expertise lower it.
Highly specialized high-net-worth tax expertise and firm-specific process ownership limit cross-industry transferability.
Explicit 10+ years requirement, mandatory tax certifications and tooling make filters highly strict.
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Own and manage tax process strategy and technology solutions for US individual and trust/estate taxation to drive scalability and business sustainability.
Serve as primary SME for assigned tax technology products, ensuring alignment with tax engagement team workflows and end-user needs throughout product lifecycle.
Lead process improvements, documentation, tax content development, and collaborate across practice leaders, product teams, and change management to implement and adopt tax solutions.
Bachelor's degree required; preference for accounting, business, or technology majors.
Minimum 10 years of tax compliance and advisory experience for high net-worth individuals in mid to large-size public accounting firms.
Proficient in individual and fiduciary taxation including complex investments, multi-state and foreign tax filings; familiar with tax software such as CCH Axcess Tax or Thomson Reuters GoSystem.
Certified Public Accountant (CPA), Chartered Accountant (CA), Enrolled Agent (EA), JD, or actively pursuing one of these qualifications.
Experienced tax professional with deep expertise in US individual, fiduciary, and partnership taxation, including complex investment structures and related tax implications.
Demonstrated ability to lead technology and process improvement initiatives within tax practice environments, including digital transformation and workflow optimization.
Strong collaboration skills with tax practice SMEs, product teams, and leadership to align tax solutions with business strategy and end-user requirements.