High Net Worth Tax Manager

2 weeks ago


Overland Park, Kansas, United States Adams Brown Company Inc Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at Adams Brown, LLC. As a Tax Manager, you will be responsible for leading the planning, scheduling, and execution of tax engagements for high net worth clients.

Key Responsibilities
  • Manage tax deadlines, filing requirements, and tax return compliance
  • Responsible for maintaining tax records and preparing tax returns, related schedules, and reports
  • Supervise and review the work of others
  • Maintain in-depth knowledge of relevant topics related to taxation of high net worth clients
  • Ensure top-quality client service through regular in-person and virtual communications
  • Apply effective project management skills to plan and coordinate multiple engagements
  • Participate in mentoring, training, recruiting, retention, and team-building activities
  • Comply with all firm policies and procedures
Requirements
  • Current and valid CPA license
  • Member in good standing with the American Institute of CPAs and respective state societies
  • 5-7 years' experience in public accounting or relevant position, demonstrating a progression in complexity, scope, and number of projects
Desired Skills and Abilities
  • Strong background in individual and trust taxation
  • Gift and estate tax experience a plus
  • Leadership skills, with the ability to lead by example and exhibit integrity, energy, enthusiasm, dedication, and commitment to excellent client service
  • Professional and forward-looking mindset
  • Ability to maintain confidentiality of firm and client information
  • Effective communication skills, both verbally and in writing
Working Environment

Adams Brown, LLC 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, with flexible hours outside of tax season.

We offer a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.



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