Tax Manager
3 weeks ago
Tax Manager - High Net Worth Expert
We are seeking a dynamic and experienced Permanent Tax Manager to join our vibrant finance team as a Tax Manager - High Net Worth Expert. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals, and providing them with a broad range of tax services.
About the Role
This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research. The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization.
Key Responsibilities
Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals. Ensure compliance with federal, state, and local tax laws and regulations. Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies. Provide tax advisory services to clients, and help them understand the tax implications of their business decisions. Prepare accurate and timely tax returns, and assist clients with tax audits and disputes. Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them. Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.
Requirements
Bachelor's degree in Accounting, Finance, or a related field. Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred. Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry. In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research. Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data. Proficiency in tax software and Microsoft Office Suite.
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