Senior Tax Manager, High Net Worth

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills.

Requirements

• Strong analytical and problem-solving skills.
• The ability to articulate tax-related concepts clearly and effectively.
• Timely and accurate filing of client tax returns, meeting all regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• CPA certification preferred but not required.
• Minimum of 5 years of progressive experience in tax preparation and consulting.
• Experience working with high net worth individuals, closely held businesses, and trusts.
• Excellent interpersonal and communication skills.