Tax Manager - High Net Worth

Responsibilities

• Providing tax planning and compliance services for high net worth individuals and related trusts
• Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
• Identifying issues and recommending creative solutions to complex client issues
• Managing client engagements to achieve optimum service expectations
• Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization

Requirements

• Bachelor’s degree in accounting or finance; Masters 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
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

Benefits

Generous time away and paid firm holidays, including the week between Christmas and New Year’s

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, including wellness coaching and mental health counseling

One-on-one professional coaching

Limited leadership and career development programs