HNW Tax Manager

DHJJ•Naperville, IL

64d

About The Position

You are a licensed CPA with deep knowledge of tax strategies and at least 5 years of experience with clients who have complicated investment portfolios. This includes investment partnerships, real estate investment partnerships, individuals who receive complex 1099s, and complex hedge fund K-1s. You also have a deep interest in assisting clients with family wealth structuring and experience with trust tax filings. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a principal and help grow your firm.

Requirements

Proficiency in CCH Axcess Tax and ProFx Engagement preferred.
Advanced proficiency in Microsoft Excel, including the ability to develop and maintain complex workpapers, summaries, and analytical reports used in tax return preparation.
Strong technical expertise in reviewing complex Form 1099s.
Strong technical expertise in reviewing complex hedge fund and private equity Schedule K-1s.
Strong understanding of accounting principles with the ability to prepare and review adjusting journal entries and analyze how these adjustments impact clients’ tax positions and financial statements.
Commitment to delivering exceptional client service.
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.
Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely.
Excellent management, team building and organizational skills
Successful management of multiple responsibilities in the face of competing priorities.
Strong sense of ownership and personal accountability.
Produce high-quality work under deadlines.
Particular attention to detail.
CPA required.
Bachelor’s degree in accounting.
Minium of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters to others.
Ability to work effectively in a demanding, fast-paced and complex environment.

Nice To Haves

Proficiency in CCH Axcess Tax and ProFx Engagement preferred.

Responsibilities

Lead and manage tax compliance engagements in accordance with firm and professional standards.
Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.
Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities.
Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.
Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.
Plan and schedule tax engagements with clients and firm resources.
Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.
Share and transfer knowledge with team members.
Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.
Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.
Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates.
Write and publish articles with the research and assistance of Associates and Senior Associates.