Hybrid Tax Program Manager – Individual, Trust, International

Posted last month

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About the role

  • Tax Manager overseeing high-net-worth individual tax returns, trusts, and international compliance. Leading reviews, mentoring staff, and collaborating across departments in a growing firm.

Responsibilities

  • Review and finalize ~300 high-net-worth individual returns annually, many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning
  • Review ~20 trust and estate tax returns (Form 1041) and related filings
  • Review or support preparation of international compliance forms including FBAR, 5471, 5472, 8938, GILTI
  • Serve as a go-to resource for individual tax planning for business owners and families, including year-end planning and estimated payment strategies
  • Supervise and mentor staff and seasonal preparers (including remote contractors)
  • Coordinate with other Tax Department leaders on workload, deadlines, and firm initiatives
  • Collaborate with the GovCon and Accounting departments to deliver cross-functional planning and compliance
  • Assist in staff development, documentation of review procedures, and quality control initiatives

Requirements

  • CPA license (required)
  • 7+ years of progressive tax experience in public accounting
  • Demonstrated expertise in 1040 review and related tax planning
  • Solid experience with trust & estate returns and rules (Form 1041)
  • Familiarity with international individual compliance (FBAR, 5471, 5472, etc.)
  • Comfortable working in a hybrid or remote team environment
  • Experience with CCH Axcess Tax, ProSystems Engagement, and Canopy is a plus

Benefits

  • Competitive salary + performance bonuses
  • Flexible work environment (hybrid, remote considered)
  • CPA license & CPE support
  • Leadership and client visibility in a collaborative culture
  • Opportunity to shape the Individual Tax function and mentor a growing team
  • High degree of autonomy, with support from a Director-level team

Job title

Tax Program Manager – Individual, Trust, International

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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