Tax Manager - High Net Worth/ FWS

Job Summary

We are seeking a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This role involves overseeing tax preparation, performing technical reviews, and consulting on complex tax matters for high-net-worth individuals, family partnerships, and trusts.

Responsibilities

• Performing tax, gift, and estate planning and compliance services
• Expanding individual, gift, trust, and estate tax knowledge
• Developing and sustaining excellent customer relationships
• Anticipating and consulting on various tax matters
• Communicating progress of engagements, problems, and resolutions to customers
• Monitoring economic performance of engagements, including billing and collections
• Building a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Recruiting, developing, and motivating team members
• Creating a collaborative environment where team members share ideas and input
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies
• Setting and achieving stretch goals on a periodic basis that increase your value and contribution to the organization

Requirements

• Bachelor’s degree in Accounting, Finance, or Law; Master’s degree in Tax/LLM in Tax, preferred
• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates, including managing multiple projects and customer engagements
• EALicense, or CPA certification required
• Project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology
• Ability to multitask and demonstrate commitment to continuous learning