Tax Manager – High Net Worth

1 week ago


Providence, United States Regional CPA firm Full time
Regional CPA firm seeks Tax Manager with High Net Worth experience.

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

This position can be located in NY Metro and is hybrid.

Responsibilities:

Planning and managing multiple client engagements simultaneously.
Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
Strategizing with Managing Directors regarding tax planning .
Giving clients’ recommendations and guidance on how to achieve their goals.
Researching tax issues and providing guidance to clients

Qualifications:

CPA
7+ experience in public accounting
3+ years supervisory experience.
Experience with HNW clients
T&E experience

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