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Tax Senior Manager

1 month ago

Glen Allen, United States Keiter Full time
Tax Senior Manager - High Net Worth

Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.

Our Mission:

› To provide quality service to our clients

› To provide fulfilling careers to our staff

› To share our time and resources to give back to the community

Primary Responsibilities and Knowledge:

› Serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area

› Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and/or estate)

› Working knowledge of US Tax Code and technical aspects of tax preparation and compliance

› Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties

› Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others

› Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads

› Contribute to and foster a positive work environment

Job Requirements:

› Hold active CPA license; CFP® is a plus

› At least five years of experience in public accounting, tax consulting, or other related experience

› Ability to develop relationships with current and potential clients