Tax Senior Manager
1 month ago
Are you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, our firm is the right fit for you We are currently seeking a
Tax Manager/Senior Manager
to join our growing team
We provide our clients with best-in-class service because we are an inclusive, diverse, and entrepreneurial firm that offers our people the opportunity to pursue their individual goals as they develop into best-in-class professionals.
We look for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests.
Responsibilities:
Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
Review gift tax returns
Review quarterly and year-end tax projections
Review tax workpapers
Deliver clear requests for information via phone or email directly to clients
Research Federal, state, and cross-border tax issues
Strategize with partners and the client engagement teams on tax planning
Work closely with the management team to mentor, train, and supervise staff
Basic qualifications:
Minimum degree required: Bachelor’s degree
CPA
Required field of study: Accounting, Finance and/or Taxation
Minimum years of experience: 7+
Strong working knowledge of Microsoft Office Suite
Strong verbal and written communication skills
Client Management Skills:
Manage deadlines and client work
Bill clients accordingly
Collect outstanding receivables
Preferred knowledge/skills:
Excellent analytical and problem-solving skills
Strong interpersonal and communication skills
Recent or current experience servicing High Net Worth and/or Family Office clients
Managerial experience with staff and clients
Proficient with use of GoSystem Tax RS is a plus
Work location:
West Palm Beach, FL. Hybrid schedule will be considered.
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