Tax Manager, Private Client Group

Responsibilities

• Build and maintain strong relationships with high-net-worth clients.
• Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes.
• Understand clients' financial goals, assets, and investment portfolios.
• Provide personalized tax planning and advisory services tailored to individual client needs.
• Communicate complex tax concepts in an understandable manner to clients.
• Conduct in-depth analysis of clients' financial situations to identify tax planning opportunities.
• Develop and implement tax-efficient strategies to minimize clients' tax liabilities.
• Sure compliance with local, state, and federal tax laws and regulations.
• Supervise and mentor junior tax staff.
• Provide guidance, training, and support to team members.
• Review the work of team members to ensure accuracy and compliance with tax laws.
• Stay updated on changes in tax laws, regulations, and industry trends.
• Conduct research on specific tax issues and provide recommendations to clients.
• Analyze tax implications of various financial decisions, such as investments and estate planning.

Qualifications

• Education: Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification is a plus.
• Experience: 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients.
• Strong knowledge of tax laws, regulations, and compliance requirements.
• Exceptional analytical and problem-solving skills.
• Excellent communication and interpersonal skills for building and maintaining client relationships.
• Leadership abilities and experience managing a team of tax professionals.
• Detail-oriented with a high level of accuracy in work.
• Able to work under pressure and meet deadlines.

Pay

Competitive annual salary in the range of $140,000 to $180,000, based on individual's experience level.