High Net Worth Tax Manager
3 weeks ago
We are seeking a highly skilled Tax Professional to join our team at Adams Brown Company Inc. As a Senior Tax Advisor for Wealthy Individuals, you will be responsible for preparing and reviewing income tax returns, as well as guiding and mentoring other staff members.
This role requires a strong background in individual and trust taxation, with experience in transfer tax returns being a plus. You will work closely with clients to navigate the complexities of income tax, estate tax, and wealth management, utilizing your extensive experience and judgment to achieve their goals.
Key responsibilities include leading the planning, scheduling, and execution of tax engagements, managing tax deadlines and filing requirements, and maintaining tax records and preparing tax returns. You will also be responsible for supervising and reviewing the work of others, ensuring top-quality client service through regular communications, and applying effective project management skills to plan and coordinate multiple engagements.
As a member of our team, you will have the opportunity to work on a wide range of tax-related projects, including income tax returns, transfer tax returns, and estate tax planning. You will also be responsible for staying up-to-date on the latest tax laws and regulations, and for maintaining accurate time and expense records to ensure proper billing of clients.
We offer a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
Requirements:
- Current and valid CPA license
- 5-7 years' experience in public accounting or relevant position
- Strong background in individual and trust taxation
- Experience with transfer tax returns a plus
Working Environment:
Adams Brown Company Inc promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday, and we offer substantial paid-time-off, a comprehensive benefit package, and a culture of growth, clarity, and respect.
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