Senior Tax Manager at Andsimple

2 weeks ago


Orlando, Florida, United States Andsimple Full time
Position Overview

As a Senior Tax Manager at Andsimple, you will play a pivotal role in delivering comprehensive tax solutions to our clients. Our mission is to empower businesses and individuals to navigate the complexities of taxation, ensuring they achieve their financial goals.

Key Responsibilities
  • Provide expert advice to family offices and multi-generational clients on a wide range of tax services, including structuring, modeling, succession planning, wealth transfer strategies, and compliance.
  • Lead the engagement team in managing tax matters related to entities, individuals, fiduciaries, and estate/gift taxation.
  • Oversee the planning and execution of client tax engagements, ensuring they meet and exceed expectations while maintaining profitability.
  • Anticipate client needs and collaborate with colleagues across various specialties to foster strong client relationships and support business growth.
  • Engage in proposals for prospective clients and strategically plan to cultivate new business relationships.
  • Enhance the talent experience by fostering teamwork, developing team members, and recognizing their contributions.
  • Participate in local and national committees aimed at enhancing technical expertise and strategic initiatives.
  • Build and maintain robust relationships with clients, influencers, and advocates through networking, thought leadership, and community engagement.
  • Exemplify alignment with Andsimple's core values and vision, promoting collaboration and productivity across the organization.
QualificationsBasic Requirements:
  • Bachelor's degree in accounting or a related field.
  • CPA license or equivalent qualifications (J.D. or enrolled agent status with regional approval).
  • A minimum of 8 years of experience in public accounting, focusing on private client taxation, particularly with family offices.
  • Recent experience in leading client engagements and driving business growth.
  • Proficiency in either entity or individual and fiduciary taxation, with a solid understanding of complex investments and their tax implications.
  • Familiarity with multi-state taxation.
  • Strong written and verbal communication skills, with the ability to lead teams and manage client portfolios effectively.
Preferred Qualifications:
  • LL.M. in Taxation or a Master's in Taxation.
  • Experience in gift and estate taxation.

Compensation: Competitive salary range based on experience and qualifications.



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