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 client engagements, develop a business network, and lead a team.

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 and maintain a business network for attracting new business
• Hold yourself and team members 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 value and contribution to the organization

Requirements

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