Tax Manager - High Net Worth

Responsibilities

• Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
• Manage trust and estate-related filings (Form 1041) and enact a consultative approach on topics impacting wealth planning, succession, and family tax strategy
• Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
• Review and prepare clear and concise working papers
• Develop and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests
• Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
• Develop and sustain business relationships for the purpose of increasing the client base
• Aid clients with special projects
• Deliver projects/engagements on time, within budget and to client's satisfaction
• Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback

Requirements

• A minimum of a bachelor's degree in accounting
• CPA or EA certification
• A minimum of five years of relevant CPA firm experience
• Ability to develop and sustain business relationships for the purpose of increasing the client base
• Proficiency with tax software, Microsoft Office Suite
• Willingness to travel as required

Qualifications

• Ability and willingness to travel as required

Skills

• Strong analytical skills
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and deadlines
• Knowledge of tax laws and regulations

Benefits

• Attractive salary range of $80,000 to $100,000
• Flexible work schedule with office hours from 8:00 a.m. until 5:00 p.m. Monday through Friday, and summer hours from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday
• Opportunity for professional development and advancement
• Work/life balance
• Inclusive work environment
• EEO/AA Disability/Veteran

Pay

Salary range is between $80,000 and $100,000

Schedule

Office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday

Summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday