Tax Manager
2 weeks ago
Job Highlights:
Skills - Must Have:
CPA designation
High net worth clients' tax experience in a mid-market public accounting firm
5+ years of experience with High Net Worth clients (asset range $50-$300 mil)
Ideal Companies to Recruit From:
Big 4, Forvis and Andersen Tax
Hiring Status:
About this Job:
How You Will Contribute:
- 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).
- Provide consulting, planning, and tax-saving strategies to clients.
- Develop and maintain client relationships by providing high quality service that exceeds clients expectations.
- Recognize and develop ways to minimize tax obligations by offering clients additional services.
- Assist with managing, training, and developing staff.
About YOU
- Bachelors degree in accounting, MST preferred.
- CPA License required.
- 5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil $300 mil.Experience from apublic accounting firm.(i.e. Big 4, Forvis and Andersen Tax)
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