Tax Manager - High Net Worth
Company: Keiter Stephens Hurst Gary & Shreaves PC
Location: Glen Allen
Posted on: February 14, 2026
|
|
|
Job Description:
Job Description Job Description Tax Manager - High Net Worth Due
to recent growth in our Family, Executive, & Entrepreneur Advisory
Services (FEEAS) group, Keiter is seeking a dynamic and client
service-oriented individual to join our practice as a Tax Senior
Manager specializing in high net worth individuals. Qualified
candidates will also have experience with trust and/or estate tax
matters. Our Mission: › To provide quality service to our clients ›
To provide fulfilling careers to our staff › To share our time and
resources to give back to the community Primary Responsibilities
and Knowledge: › Serve as liaison among managers, senior managers,
partners, clients, and staff. Handle all phases of tax engagements
specializing in those related to work in our FEAS area. › Possess
strong technical skills in accounting and tax preparation
(individual taxation, multi-state taxation, trust and/or estate) ›
Working knowledge of US Tax Code and technical aspects of tax
preparation and compliance › Serve as the main point of contact for
multiple clients and directly handle tax-related communication with
clients' attorneys, brokers, or other third parties › Participate
in the development of staff through one-on-one teachable moments
and offering feedback on a regular basis; also seek feedback from
others › Actively participate in the generation of additional
business by developing relationships with key service providers,
seeking out new clients, and following-through with leads ›
Contribute to and foster a positive work environment Job
Requirements: › Hold active CPA license; CFP® is a plus › At least
five years of experience in public accounting, tax consulting, or
other related experience › Ability to develop relationships with
current and potential clients
Keywords: Keiter Stephens Hurst Gary & Shreaves PC, Lynchburg , Tax Manager - High Net Worth, Accounting, Auditing , Glen Allen, Virginia