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. The ideal candidate will oversee tax preparation and perform the technical review process, consult on complex tax matters, ensure compliance with state and federal tax regulations, and manage multiple projects and customer engagements.
Responsibilities
Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts
Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
Developing and sustaining excellent customer relationships
Anticipating and consulting on various tax matters
Actively communicating progress of engagements, problems, and resolutions to customers
Monitoring economic performance of engagements, including billing and collections
Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
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
Sets and achieves stretch goals on a periodic basis that increases 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 along with demonstration of commitment to continuous learning