High Net Worth Tax Professional
6 days ago
At Keiter Stephens Hurst Gary & Shreaves PC, we are seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals.
We offer an estimated annual salary of $120,000 for this position.
About Our CompanyWe provide quality service to our clients, offering fulfilling careers to our staff and sharing our time and resources to give back to the community.
Job DescriptionAs a Tax Senior Manager, you will serve as liaison among senior managers, partners, clients, and staff. You will handle all phases of tax engagements, specializing in those related to work in our Family, Executive, & Entrepreneur Advisory Services (FEAS) area.
You will possess strong technical skills in accounting and tax preparation, including individual taxation, multi-state taxation, trust and/or estate tax matters.
A working knowledge of US Tax Code and technical aspects of tax preparation and compliance is required.
You will serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties.
Additionally, you will participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others.
You will actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads.
Contribute to and foster a positive work environment.
Required Skills and Qualifications:
- Hold active CPA license; CFP is a plus
- At least five years of experience in public accounting, tax consulting, or other related experience
- Ability to develop relationships with current and potential clients
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