High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates)
Macpower Digital Assets Edge Private Limited • Houston, Texas, United States • Posted May 05, 2026
About the Role
Position Summary: We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.
Key Responsibilities:
Key Responsibilities:
- Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns
- Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies
- Lead client engagements from planning through delivery, ensuring high-quality service and compliance
- Provide oversight, mentoring, and technical training to tax staff and seniors
- Liaise with at...