Tax Senior/Manager/Sr Manager

Key Responsibilities

• Review complex federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.
• Review gift tax returns and analyze quarterly and year-end tax projections and workpapers.
• Communicate clearly with clients via phone and email to request necessary information.
• Research federal, state, and cross-border tax issues.
• Collaborate with partners and engagement teams on tax planning strategies.
• Mentor, train, and supervise staff alongside the management team.

Qualifications

• Bachelor’s degree required, with preferred fields of study in Accounting, Finance, and/or Taxation.
• CPA certification required.
• 3 years of recent or current experience servicing High Net Worth and/or Family Office clients.
• Proficiency with GoSystem Tax RS is a plus.
• Commitment to Diversity.