Tax Manager-High Net Worth Tax
3 weeks ago
CPA firm seeking a tax professional who is very strong in all aspects of personal income tax preparation with an emphasis on High Net Worth clients.
Responsibilities:
- Assume full responsibility for directing engagements and special assignments and supervise a number of engagements simultaneously.
- Implement tax strategies that align with clients' business objectives
- Perform all tasks related to client service and see that assignments are accomplished by the engagement team within the budgeted time.
- Responsible for the professional and technical development of the staff through on-the-job-interaction and leading in-house training.
- Develop a list of potential referral sources to bring new business to the firm
- Develop expertise in one or more specific industry area
Qualifications
- CPA
- Five years of very strong experience in personal income tax matters including fiduciary and foundation
- Experience with complex returns requiring 20-40 K-1 schedules.
- Ability to supervise in-house and off-site bookkeepers
- Ability to make adjusting general ledger journals
- Financial planning experience is a plus - eg. cash flow, life insurance, mortgage and investment analysis.
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