Tax Senior Manager, High Net Worth Professional
3 days ago
At Frazier & Deeter, we're seeking a highly skilled Tax Senior Manager to join our team and focus on serving our High Net Worth clients.
Job Details: As a Tax Senior Manager, you will work closely with partners, staff, and clients to plan, supervise, review, and complete client engagements. Our Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.Responsibilities:- Review and manage the preparation of tax returns for our high net worth individual clients, business returns, and trust returns.
- Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
- Provide innovative tax planning, consulting, and compliance expertise to clients - design, and implement tax-planning strategies for clients and manage to budget.
- Develop a project vision and set challenging personal and client service team goals.
- Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
- Maintain knowledge on the changes in tax laws/regulations and industry trends.
- A Bachelor's degree and/or Master's degree in Accounting.
- Active CPA license.
- 5 to 10 years of progressive public accounting tax experience.
- Experience with corporate taxation, individuals, and partnerships.
- Ability to develop tax planning strategies for clients.
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.
- Excellent verbal and written communication skills.
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