Tax Manager - High Net Worth

About the role

We are seeking a Tax Manager to join our High Net Worth tax practice. This role oversees the tax preparation process for individuals and trusts, ensuring compliance with state and federal tax regulations. You will also manage and train a team, develop client relationships, and manage client engagements.

Responsibilities

• Provide tax planning and compliance services for high net worth individuals and related trusts
• Develop and sustain excellent client relationships to become a trusted advisor
• Identify and recommend creative solutions to complex client issues
• Manage client engagements to meet service expectations
• Build a business network for attracting new business
• Hold yourself and others accountable for business development goals
• Recruit, develop, and motivate team members
• Create a collaborative environment for team members
• Set and achieve stretch goals to increase your value and contribution to the organization

Requirements

• Bachelor’s degree in accounting or finance; Master’s degree in Tax preferred; or equivalent combination of relevant education and experience
• 5+ years recent accounting firm experience, including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow
• CPA certification
• Leadership and project management skills
• Excellent communication and networking acumen
• Experience with tax software and technology

Qualifications

• Strong analytical and problem-solving skills
• Ability to handle multiple tasks and prioritize effectively
• Excellent interpersonal and communication skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team

Skills

• Tax compliance and planning
• Client relationship management
• Team leadership and supervision
• Project management
• Communication and networking
• Tax software proficiency

Benefits

• Flexible work schedules
• 16 weeks of paid maternity and adoption leave
• 8 weeks of paid parental leave
• 4 weeks of paid and caregiver leave (once eligible)
• First-class health and wellness benefits
• One-on-one professional coaching
• Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with flexible work arrangements.