Tax Manager, Private Wealth Expert
1 week ago
We are seeking a highly skilled Tax Manager to join our Private Wealth team. As a Tax Manager, you will play a critical role in providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients.
Key Responsibilities- Analyze client financial information and develop advanced strategies to meet their objectives
- Manage client relationships and provide expert consulting services
- Perform technical tax reviews and governmental tax examinations
- Develop and mentor Seniors and Staff through training and effective performance feedback
- Manage risk and financial performance of engagements
- 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, preparation and review
- Ability to supervise others
- Licensed CPA, EA, or JD
- Licensed Certified Financial Planner with estate planning skills a bonus
- Excellent verbal and writing skills
- Willingness to take ownership of the client
- Ability to build and retain client relationships
- Comprehensive benefits package including health insurance, retirement savings, and time off
- Discretionary incentive compensation program
- Hybrid workplace options
We are an equal opportunity employer and value diversity in our workplace. If you are a motivated and experienced Tax Manager looking for a new challenge, please submit your resume and a brief cover letter.
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