Tax Manager (High-Net-Worth)

View full description

Requirements:

• 5+ years of public accounting experience
• 2-4+ years of supervisory or management experience
• Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
• Ability to prepare working trial balance and year-end adjusting entries
• Bachelor's degree in Accounting, Finance, or other business-related fields
• CPA certification is required
• Strong technical skills pertaining to tax preparation and review, tax compliance, and tax research
• Excellent skills analytical, organizational, and written and verbal communication skills
• Demonstrated ability to utilize Excel, Word, and CCH Axcess
• Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

Responsibilities:

• Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
• Review very complex individual tax returns.
• Manage and develop income tax and financial planning clients
• Work closely with tax partners and other tax staff on client management, practice development, and business development activities
• Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively
• Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client
• Supervise and help drive the success of multiple engagements in partnership and individual taxation
• Preparing year-end projections
• Researching various Tax issues
• Mentoring Associates and guiding them on Tax issues
• Maintaining presentation skills (oral and written)