Highly experienced Senior Tax Manager based just outside Salt Lake City, with a deep background in tax compliance, financial planning, and family office advisory.
Senior Tax Manager | CPA | HNW + Financial Planning Integration
- 17+ years in public/private accounting with a strong mix of prep and review.
- Experience includes HNW individuals, multi-entity family offices, trusts, partnerships, and nonprofits.
- Successfully onboarded new clients and helped integrate planning into compliance workflows.
- Tech stack includes CCH Axcess (8+ years) and UltraTax.
• • Also holds an Investment Advisor license and is open to firms expanding into planning work.
