Tax Senior, Supervisor, & Tax Managers /Sr Managers

Responsibilities

• Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
• Review gift tax returns
• Review quarterly and year-end tax projections
• Review tax workpapers
• Deliver clear requests for information via phone or email directly to clients
• Research Federal, state, and cross-border tax issues
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff

Qualifications

• Minimum degree required: Bachelor’s degree
• CPA
• Field of study: Accounting, Finance and/or Taxation
• Minimum years of experience: 3
• Strong working knowledge of Microsoft Office Suite
• Strong verbal and written communication skills
• Client Management Skills
• Manage deadlines and client work
• Bill clients accordingly
• Collect outstanding receivables

Preferred Knowledge/Skills

• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Recent or current experience servicing High Net Worth and/or Family Office clients
• Managerial experience with staff and clients
• Proficient with use of GoSystem Tax RS