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Tax Manager
2 months ago
A leading financial services firm, Tandym Group, is seeking an experienced Tax professional to join their team as a Tax Manager. In this role, the Tax Manager will be responsible for working closely with senior management in providing accounting and financial services to high net worth clients.
- The Tax Manager will be responsible for:
Key Responsibilities:
- Detailed review of federal and multi-state tax returns for high net worth individuals, corporations, partnerships, family LLCs, trusts, foundations, and gift tax returns.
- Researching various tax issues related to tax compliance and tax planning duties.
- Reviewing quarterly and year-end tax projections using advanced tax software.
- Performing other duties as needed.
Requirements:
- 5+ years of tax and/or family office services experience within a middle market and/or boutique CPA firm.
- Bachelor's degree in accounting, finance, or a related field.
- CPA or parts passed.
- Good knowledge of 1040, 1041, 1065, 1120S, 990-PF, 709, and multi-state tax laws.
- Microsoft Excel proficient.
- Solid analytical, mathematical, and research skills.
- Great interpersonal skills.
- Excellent communication skills (written and verbal).
- Strong attention to detail.
- Highly organized.
Desired Skills:
- Experience in an ultra-high net worth environment.
