{"start":0,"count":1,"data":[{"publicDescription":"This position is being recruited for Chêne Private Tax, LLC.
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\nReporting to the Senior Director, Private Tax, the Tax Senior Manager is the practice's senior technical reviewer and the lead on its most complex family relationships.
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\nThe Senior Manager owns a portfolio of family relationships end to end, performs the final technical review below the Senior Director, leads the Tax Managers and Senior Associates, and carries the planning agenda for the families served. The Senior Manager is expected to become a signing professional for the practice.
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\nThe successful candidate will bring deep expertise in ultra-high-net-worth individual, fiduciary, and pass-through taxation, a record of leading tax professionals, and the judgment and discretion required to advise principals, trust officers, and family decision-makers.
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\nDuties and Responsibilities
\nTechnical Review & Quality\n\n\t- Performs the final technical review of individual (Form 1040), fiduciary (Form 1041), partnership (Form 1065), S corporation and corporate (Forms 1120-S and 1120), gift (Form 709), including multi-state filings, and clears them for signature.\n\t
- Reviews and interprets complex K-1s from minerals, timber, real estate, operating company, and alternative investment interests; confirms basis, capital-account, and at-risk positions.\n\t
- Collaborates with Senior Director to set and maintain the practice's review standards, documentation requirements, and technical positions; resolves escalated technical questions.\n\t
- Leads federal and state examinations and complex notice matters.\n
\nPlanning & Advisory\n\n\n\t- Leads planning for assigned families — entity selection and restructuring, basis and distribution planning, multi-state and nexus considerations, charitable structures, and generational wealth transfer — in coordination with the families' attorneys, trust officers, and investment advisors.\n\t
- Owns the quarterly estimate cycle for assigned families, entity by entity, including calculation, planning, payment coordination, and communication.\n\t
- Develops multi-year projections and year-end planning models; maintains current expertise in tax law and communicates planning implications to principals.\n\t
- Serves as lead tax advisor to assigned principals, executives, and family decision-makers, delivering proactive, discreet, high-quality service.\n\t
- Supports the Senior Director and the President in selectively developing relationships with business-owning and high-net-worth families aligned with the firm's long-term relationship model.\n
\nLeadership & Practice Development\n\n\n\t- Leads, develops, and reviews the Tax Managers and Senior Associates; sets engagement scheduling, budgets, and staffing; manages realization and workflow through the filing season; participates in recruiting, training, and the practice's quality program.\n\t
- Leads process and technology initiatives — CCH Axcess workflow, the estimates model, and document and portal procedures — in coordination with HGA's Finance and IT teams.\n
\nRequirements & Preferences
\nRequired\n\n\n\t- Active CPA license.\n\t
- Seven or more years of progressive tax experience in public accounting or a private-client or family office tax practice, including at least three years at the manager level reviewing complex individual, fiduciary, partnership, and S corporation returns.\n\t
- Demonstrated depth in high-net-worth individual, trust, estate and gift, and pass-through taxation, including multi-state matters and complex K-1 interpretation across alternative investments, real estate, and oil and gas minerals.\n\t
- Demonstrated leadership of tax professionals — supervising, developing, and reviewing the work of seniors and managers — and experience managing engagements, including scheduling, budgeting, client correspondence, and billing.\n\t
- Strong analytical, written, and verbal communication skills, with the ability to translate complex tax concepts for principals, family members, and outside advisors; demonstrated ability to maintain strict confidentiality and exercise independent judgment in a high-net-worth environment.\n\t
- Proficiency with professional tax software (CCH Axcess preferred), research platforms, and Microsoft Office, with strong Excel skills.\n\t
- Extended hours during the filing season, February through April and September through October; a standard week outside the season.\n\t
- Candidate must live within daily commuting distance of Ruston, Louisiana, or be willing to relocate.\n
\nStrongly Preferred\n\n\n\t- Master's degree in taxation, JD, or LLM.\n\t
- Prior experience in a family office, multi-family office, trust company tax group, or top private-client practice.\n\t
- Experience with oil and gas minerals, timber, real estate partnerships, and closely held operating companies.\n\t
- Experience standing up or materially improving tax processes, technology, and review systems.\n
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