Tax Manager for High Net Worth Individuals

1 month ago


Atlanta, Georgia, United States Provision People Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at Provision People. As a Tax Manager for High Net Worth Individuals, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families.

Key Responsibilities
  • Provide strategic tax advice and compliance services to high-net-worth individuals and families.
  • Advise on income tax, estate, and gift tax planning strategies to minimize tax liabilities.
  • Prepare and review complex tax returns, including individual, trust, and estate tax returns.
  • Develop and maintain strong relationships with high-net-worth clients and their families.
  • Collaborate with client's advisors, such as attorneys and financial planners, to provide comprehensive financial solutions.
  • Identify opportunities to cross-sell Provision People's services and grow the firm's client base.
  • Lead and mentor a team of tax professionals, providing guidance and support.
  • Develop and implement training programs to enhance the team's skills and knowledge.
  • Foster a positive and collaborative work environment.
  • Actively seek out new business opportunities and develop relationships with potential clients.
Requirements
  • Minimum of 6 years of experience in public accounting, with at least 3 years of experience in high-net-worth tax planning.
  • Active CPA license.
  • Bachelor's degree in accounting or related field.
  • Strong knowledge of income tax, estate, and gift tax laws and regulations.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects simultaneously and meet deadlines.

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