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 technical reviews, consult on complex tax matters, ensure compliance with state and federal regulations, and manage a team.

Responsibilities

• Performing tax, gift, and estate planning and compliance services for individuals, family limited partnerships, and 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
• 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
• Setting and achieving 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

Why You Should Join Us

• Generous time away and paid firm holidays
• Flexible work schedules
• First-class health and wellness benefits
• One-on-one professional coaching
• Lifetime career development programs