Tax Manager

CPA, EA, or JD 5+ years relevant experience Focus on preparing individual and fiduciary tax returns for high-net-worth individuals and families Superb written and verbal communication skills Proficiency in Microsoft Office applications, including Excel Ability to learn other technology Notable attention to detail Self-initiated follow-through Outstanding time management and organizational skills Ability to work individually and in a team atmosphere Willingness to work additional hours as needed during busy season Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns (preferred) Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner (preferred) "Big Four" or large regional accounting firm experience (preferred)

Tax planning and preparation for high-net-worth individuals and their related entities Ensuring compliance with all federal and state filing requirements Performing technical research to address complex tax issues Analyzing client information and offering recommendations for reducing client tax liabilities Ensuring top quality client service Communicating effectively with advisors and their clients Solving problems and resolving issues for clients and their advisors Acting as a resource to wealth management teams for tax planning and research Educating tax preparation staff Communicating relevant tax developments to clients