Senior Tax Manager - High Net Worth/FWS

Responsibilities

• Provide tax, gift and estate planning and compliance services for individuals and related trusts
• Continuously expand individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development
• Develop and sustain excellent client relationships to a level of becoming a trusted advisor
• Identify issues and recommend creative solutions to complex client issues
• Manage client engagements to achieve optimum service expectations
• Develop and grow a business network with referral relationships, potential clients, and organizations to attract new business
• Hold yourself and others accountable for business development goals
• Recruit, develop, and motivate team members
• Create a highly collaborative environment in which team members reach out to others for input and ideas
• Promote a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead
• Set and achieve stretch goals on a periodic basis that increases your value and contribution to the organization

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
• 7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
• CPA certification required
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Experience with tax software and technology