Senior Tax Manager
4 weeks ago
We are seeking a highly experienced Senior Tax Manager to join our team in providing exceptional tax services to High Net Worth Individuals and their families. As a Senior Tax Manager, you will be responsible for reviewing and signing individual, trust, partnership, and corporate multistate tax returns, as well as communicating complex tax planning projections for individual and corporate estimated tax liability.
Key Responsibilities
- Review and sign individual, trust, partnership, and corporate multistate tax returns
- Communicate complex tax planning projections for individual and corporate estimated tax liability
- Manage and monitor client deliverables and due dates
- Conduct complex tax research and prepare memorandum outlining findings and conclusions
- Respond to IRS and state agency audits, inquires, and tax notices
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
- Lead department in knowledge of software, processes, and workflows
Requirements
- 8-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience is needed
- Experience in partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staff
What We Offer
- Competitive compensation and world-class benefits and perks
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Relocation
About Us
We are a premier National Tax and Wealth/Investment Management Advisory firm serving High Net Worth & Ultra HNW Individuals & their families. We offer numerous services to include Business & Tax Advisory, Investment Management, Estate Planning, Life Cycle & Generational Planning, this is truly a full-service firm for clients' Wealth, Investment, and Tax needs, reporting, & planning/strategy.
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