Senior Tax Manager
WhiteCap Search · Westwood, NJ · 1 mo ago
On-siteAccountingFull-time
We are seeking an experienced professional to join our team as a key player in providing tax planning and advisory services to high-net-worth clients. This role involves collaborating with financial advisors to optimize tax strategies and ensure compliance with tax regulations.
Responsibilities
- Lead and review complex tax returns for individuals, partnerships, and corporations.
- Integrate tax planning into comprehensive wealth management strategies.
- Serve as a trusted advisor, focusing on proactive tax strategies.
- Analyze financial data to identify tax-saving opportunities.
- Review and facilitate tax projections and provide feedback to staff.
- Ensure compliance with regulatory requirements and firm standards.
- Mentor junior staff and support training initiatives.
Qualifications
- Bachelor's degree in accounting or related field, CPA license required.
- 15 years of tax experience with high-net-worth clients.
- Proficient in Microsoft Office Suite and tax software.
Skills and Competencies
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to manage high-volume workflow and meet deadlines.
- High level of integrity and discretion.
Benefits
- Performance-based bonus.
- Comprehensive benefits package including 401(k), medical, dental, and vision insurance.
- Paid vacation and opportunities for professional growth.
- Partial remote work and flexible hours during peak periods.
Pay
Salary range: $160,000-$190,000.