Senior Business Manager
New
Based in United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 7+ years
- Required Skills
- Client relationship management
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree preferred.
- Active CPA certification required.
- 7+ years of experience in tax, business management, public accounting, family office, or related environments.
- Strong expertise in tax compliance and planning for individuals, partnerships, corporations, estates, and trusts.
- Experience managing complex financial situations for high-net-worth clients.
- Familiarity with entertainment, digital talent, sports, or other specialized income streams is strongly preferred.
- Strong understanding of financial statements, cash flow analysis, and strategic financial planning.
- Excellent communication and relationship management skills with the ability to advise clients effectively.
- Highly organized, detail-oriented, and capable of managing multiple priorities in a client-focused environment.
- Strong judgment, discretion, and professionalism when handling confidential financial information.
Responsibilities
- Prepare and review complex individual, partnership, corporate, and trust tax returns, including multi-state filings.
- Lead tax planning initiatives, projections, and year-end strategies for high-net-worth individuals and related entities.
- Research tax regulations, legislative changes, and transaction-related matters to provide informed recommendations.
- Review financial statements, cash flow projections, and financial reports to support business and personal financial decisions.
- Assist with asset acquisitions, leasing arrangements, financing activities, escrow coordination, and lender communications.
- Evaluate insurance coverage and support recommendations to ensure appropriate protection strategies are maintained.
- Act as a primary advisor alongside leadership, supporting client relationships and participating in strategic discussions.
- Build trusted relationships with clients while maintaining the highest standards of confidentiality and professionalism.
- Support onboarding processes for new clients and contribute to improving internal workflows and operational processes.
- Provide guidance and oversight across complex financial matters involving multiple income sources and business structures.
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