Tax Manager

CPA, EA, or JD Minimum of 5+ years’ relevant experience Demonstrated focus on preparing individual and fiduciary tax returns, primarily 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, and outstanding time management and organizational skills Ability to work individually and in a team atmosphere Willingness and ability 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, tax research, and education Educating permanent and seasonal tax preparation staff Communicating relevant tax developments to clients