Tax Manager- High Net Worth

About the role

Join us to develop rapport with clients and make a difference. You can work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally. Immediate opportunity to work with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally.

Technical Responsibilities

• Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family.
• Manage and review tax returns of high net worth individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits.
• Involvement in estate planning and wealth transfer projects.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions.
• Identify tax solutions and opportunities for clients including federal or state credits or items generated from tax law changes.
• Effectively leverage available technology (i.e. CCH Axcess) and other resources to maximize technical application to project, and holds the engagement team to the same standard.
• Serve as the primary engagement manager with economic responsibilities for billing, realization and collections.

Relationship Building and Staff Development

• Participate in internal and external networking events, including client meetings, industry events, etc.
• Contribute to business expansion efforts, including proposal development and sales calls.
• Supervise and develop a team of associates on each engagement in the areas of client engagement management and applied technical tax knowledge.

The Qualifications

• 5+ years experience in public accounting.
• Successfully completed a Bachelor’s Degree in Accounting.
• CPA or Bar License required.
• Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals.
• Client travel throughout the region, with some overnight stays may be required.
• Additionally, there are opportunities for overnight travel to attend firm wide trainings and events.

Firm Contributions

• Participate in annual CORE training program which focuses on development of core competencies to facilitate your growth at the firm.
• Opportunities to be involved in various non-billable initiatives, including on and off-campus recruiting, internal training facilitation, buddy system/mentoring program, development of thought leadership content, etc.

What makes us different?

We are a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. We are committed to a diverse workplace where all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Pay

$100,000 - $145,000

Schedule

Exempt position, so you may have to work hours that exceed the standard 40-hour work week.