Tax Manager
WhiteCap Search · Fairfield, NJ · 1 mo ago
On-siteAccountingFull-time
Responsibilities
- Prepare and review high-net-worth individual and small to medium-sized business tax returns.
- Possess knowledge in gift, estate, and tax-exempt entities.
- Manage client relationships comprehensively and professionally.
- Prepare detailed financial statements.
- Auditing experience is a plus.
- Oversee client communication and supervise firm staff.
- Perform offsite work at client locations.
Requirements
- 3 years of experience in a mid-size to large firm handling high-net-worth tax.
- CPA preferred but not required.
- Excellent verbal and written communication skills.
- Strong analytical and time management skills.
- Willingness to travel to clients.
- Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
- Proficiency in UltraTax is a plus.
- A Master’s degree in accounting or taxation is a strong advantage.