Tax Managing Director or Senior Manager
4 days ago
Tax Managing Director or Senior Manager
Responsibilities:
- Perform tax advisory, compliance review and tax return signoff (Form 1040), including multi-state filings, for high net worth individuals, families, and business owners.
- Manage the preparation and filing of trust tax returns (Form 1041), ensuring adherence to regulatory requirements and optimal tax strategies.
- Work closely with clients to develop and implement tax-efficient strategies for both individuals and trusts, ensuring their financial goals are met while minimizing tax liabilities.
- Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate and strategic advice to clients.
- Provide strategic tax advice to high net worth clients on various issues such as estate planning, trust administration, and wealth transfer strategies.
- Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients.
- Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services.
- Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues.
- Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with.
- Be growth oriented and work towards building a leveraged model, when appropriate.
- Provide motivation to the team, including developing young leaders via active contribution to training and development.
- Exhibit forward thinking, innovation, and delivering an exceptional work product.
Qualifications:
- Bachelors degree; CPA or JD required
- 5+ years of tax experience, with a focus on highnetworth individuals and trusts. Preferably within a public accounting, wealth management or family office setting.
- Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
- Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner.
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success.
- Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required.
What Youll Do
Are you a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management? We have a unique opportunity for you to join our high net worth/family office team, where youll provide personalized, high-touch service to clients navigating complex financial landscapes. This is your chance to apply your advanced skills to deliver customized tax solutions, optimize wealth strategies, and ensure long-term financial success for our clients. With the opportunity to work on high-profile, impactful projects, you'll deliver the highest level of service while leveraging your technical tax expertise. If youre ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you
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