Tax Manager – High Net Worth

1 week ago


Woodbury NY United States Regional CPA firm Full time

Regional CPA firm seeks Tax Manager with High Net Worth experience.



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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