High Net Worth Tax Advisor
3 weeks ago
You will work with a collaborative team to provide tax planning and consulting services to high net worth individuals and their affiliated entities. As a Tax Manager or Senior Manager, you will be responsible for managing client engagements, ensuring proper planning and execution, and communicating with clients to determine timelines and schedules.
Key Responsibilities- Manage client engagements by ensuring proper planning and execution in accordance with professional and firm standards for quality and efficiency.
- Perform thorough technical review of tax returns and work papers at a level which prevents issues from being missed.
- Ensure engagement deliverables are produced and delivered to client within agreed upon time frame and in accordance with applicable professional and firm quality assurance standards.
- Serve as a technical resource for managers, seniors and associates, as well as clients, in area of specialization and expertise.
- Conduct sophisticated tax research, consulting, and analysis to plan transactions and to resolve compliance issues.
- Provide consulting services to clients in area of specialization to provide business advice related to tax planning and compliance and related areas.
The successful candidate will have a Bachelor's degree, CPA or EA license, and at least 5 years of experience working with individuals and closely held businesses for Tax Manager position. For Senior Manager position, the candidate will have at least 8 years of experience.
BenefitsClark Nuber offers 100% paid insurance premiums for employees and partially paid premiums for dependents. We offer paid parental leave, eleven paid holidays, and flexible time off. We are a strong supporter of learning and development for all employees.
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