Tax Professional
2 days ago
We are seeking a seasoned Tax Manager to join our team as a Senior Tax Manager - High Net Worth and small businesses (Partner Path). This role offers an exceptional opportunity for a tax professional to take their career to the next level.
Key Responsibilities:
- Provide comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
- Oversee all aspects of tax compliance, including the preparation and review of tax returns and projections.
- Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
- Stay abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
- Build and maintain strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
- Collaborate with partners and other team members to ensure a coordinated and integrated approach to client service.
- Contribute to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
Requirements:
- A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
- A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
- In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
- Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
- A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
Benefits:
- Medical/Dental/Vision
- 401K match
- Hybrid Flexibility
- Great regional firm
- New office space
- Work life balance
Estimated Salary Range:$110,000 - $180,000 per year
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