Tax Manager
3 weeks ago
How you will contribute:
- Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
- Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
- Supervise tax associates and seniors including participation in their training and growth.
- Prepare advanced estate planning projects for unique client situations
- Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
- Proactive effort to develop new business with both current and prospective clients
- Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
- Provide overall leadership, supervision, training, and performance feedback to staff
- Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
- Review trust documents and prepare a trust summary document to assist with trust administration
- Experience managing multiple client engagements
- A strong sense of ownership for delivering ultra-responsive Client Service
- Excellent supervisory, team building, and time management skills
- 5 years or more of public accounting experience
- 3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategies
- CPA license
- Bachelor's degree in Accounting or related field
Preferred Qualifications:
- Master's degree in Taxation or Law degree
- Experience with CCH Axcess
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