Tax Manager for High Net Worth Individuals
1 week ago
We are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal Tax, LLC. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.
Key Responsibilities
Provide tax and consulting services to high net worth individuals
Identify, research, and provide analysis on complex tax issues
Demonstrate extensive technical skills with tax compliance assignments for individual tax clients
Perform as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
Supervise, develop, mentor, and motivate Associate and Senior Associate teams
Requirements
Bachelor's degree in Accounting
4 years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
CPA
Prior proven experience leading and managing work streams and mentoring junior staff
Excellent verbal and written skills, with the ability to establish credibility and influence clients
Excellent research, writing, and analytical skills
Experience with all Microsoft Office products (with an emphasis on Excel)
Experience with GoSystems, OneSource, and research software preferred
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills
What We Offer
Competitive salary range of $105,000 - $130,000 annually
Discretionary bonus program based on individual and firm performance
Comprehensive benefits package, including healthcare plans, flexible spending accounts, life, AD&D, and disability coverages
401(k) retirement plan with discretionary contribution
Paid time off, including vacation, personal days, sick time, and holidays
Parental leave
Opportunities for professional growth and development
About Us
Alvarez & Marsal Tax, LLC is a leading tax consulting firm that provides expert advice and services to high net worth individuals and businesses. We are a team of experienced professionals who are dedicated to helping our clients achieve their goals and overcome complex tax challenges. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Tax Manager looking for a new challenge, we encourage you to apply for this exciting opportunity.
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