Senior Tax Manager

4 weeks ago


West Palm Beach, Florida, United States Jobot Full time
About the Role

We are seeking a highly skilled Senior Tax Manager to join our Private Client Services group, specializing in UHNW clients. As a key member of our team, you will be responsible for providing exceptional tax compliance, estate planning, and wealth management services to our high-net-worth clients.

Key Responsibilities
  • Provide expert tax compliance services, including tax planning and preparation, to UHNW clients.
  • Develop and implement customized estate plans to meet the unique needs of our high-net-worth clients.
  • Collaborate with our team to deliver comprehensive wealth management services, including tax and estate planning, to our UHNW clients.
  • Stay up-to-date with changes in tax laws and regulations, ensuring our clients receive the best possible advice.
What We Offer
  • A highly competitive base salary.
  • 216 hours of PTO (5.5 weeks) per year.
  • Great benefits package.
  • Annual raises.
  • 401k matching.
Requirements
  • Active CPA license.
  • Masters in Accounting/Taxation preferred.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide exceptional client services, and we are committed to delivering the highest level of expertise and professionalism to our clients.


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