Senior Tax Manager- Individual (HNW), Trust & Estate

About the role

Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates & Trusts practice.

Responsibilities

• Oversight of multiple client engagements focused on high-net-worth individuals, trusts, and estates; technical planning and advisory on fiduciary, estate, and gift tax matters, including trust structures and family partnerships
• Development and maintenance of excellent client relationships through superior customer service
• Serving as the primary client contact on all related matters and directly interacting with client owners and senior team members
• Recognition and resolution of potential or existing problems with appropriate research and consulting on tax services performed
• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serving as a business advisor to clients
• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
• Aid in the development and execution of department's various training programs
• Setting and monitoring budgets, assisting with staff scheduling and workload assignments
• Preparation of client billings timely and directing and assisting with collection efforts
• Establishing and conducting formal training seminars for staff members
• Proactive thinking and involvement in practice development opportunities that cross-sell to existing clients as well as new clients
• Participation in recruitment events, employee performance management, training support, and business development opportunities
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Requirements

• Bachelor's or Master's degree in Accounting or Tax
• 6 years of experience within a Public Accounting firm as a Tax Manager
• Exposure to estate, trust, and high-net-worth individual tax engagements
• Ability to lead and manage a team of tax professionals
• Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
• Strong knowledge of Tax laws and ability to communicate to shareholders
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns

Qualifications

• Strong technical expertise in estate, trust, and individual taxation
• Sound judgment and leadership ability
• Excellent communication skills to deliver exceptional client service

Skills

• Technical planning and advisory on fiduciary, estate, and gift tax matters
• Client relationship management
• Problem recognition and resolution
• Business improvement and process improvement consulting
• Training program development and execution
• Client billing and collection management
• Staff supervision and workload management
• Effective communication and problem-solving skills
• Independent decision-making and recommendation capability

Benefits

WS Advisors is committed to fostering a supportive and inclusive work environment where diverse perspectives are valued and individual growth is encouraged. We are proud to be recognized as an IPA Top 200 Firm, an IPA Fastest Growing Firm, an IPA Best of the Best Firm, and one of Accounting Today’s Best Firms to Work For. We invest in our people and foster meaningful careers built on teamwork, integrity, and shared success.

Pay

The annual base salary range for this role is $170,000-220,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Schedule

Walter Shuffain offers a flexible schedule to accommodate the needs of its employees.