Financial Services Tax Professional

7 days ago


Richmond Heights, Virginia, United States Kositzka Wicks and Co Full time
Job Overview

We are seeking a skilled Financial Services Tax Professional to join our team in Richmond, Virginia.

Role Summary:

This is an exciting opportunity for a Tax Manager to lead and manage client relationships, providing high-net worth individual and fiduciary income tax, gift and estate tax compliance and planning services.

About the Role:

The ideal candidate will have strong technical expertise in high-net worth individual and fiduciary income tax, gift and estate tax compliance and planning. A minimum of 5+ years of experience in this area is required, along with prior supervisory experience.

  • Lead and manage client relationships with a focus on delivering high-quality tax advice and expanding services to clients.
  • Interact directly with clients handling questions, planning, consulting, etc.
  • Build relationships to ensure excellent client service through an integrated service approach.
  • Manage client needs with respect to tax services and federal and state tax compliance.
  • Train and develop staff members.
  • Remain up-to-date on current tax practices and changes in tax law.
Key Responsibilities:

The successful candidate will be responsible for leading a team of lower-level tax professionals, supervising, scheduling, and training them. They will also serve as the firm's main contact with client management and staff, developing and maintaining client relationships, including prompt handling of client inquiries and requests.

Requirements:

To be considered for this role, you must possess a CPA or EA certification, strong decision-making skills based on thorough research and critical analysis, and excellent written and verbal communication skills. You must also be detail-oriented, thorough, and organized, with a professional image and positive attitude.

Benefits:

We offer a competitive compensation package with benefits that include health, dental, and vision coverage, 15 days of PTO, 12 paid holidays, a 401(k) plan with a 3% company contribution each year, and company-paid life, short-term, and long-term disability insurance. Other benefits include free parking, flexible summer hours, and some remote work options during non-busy seasons.

Salary Information:

The estimated salary range for this position is $120,000-$150,000 per year, depending on experience.



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