Tax Manager - High Net Worth

Bonadio•East Aurora, NY

30d•$80,000 - $100,000•Onsite

About The Position

We have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees!

Requirements

A minimum of a bachelor's degree in accounting
CPA or EA certification
A minimum of five years of relevant CPA firm experience
Ability to develop and sustain business relationships for the purpose of increasing the client base
Proficiency with tax software, Microsoft Office Suite
Ability and willingness to travel as required

Responsibilities

Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
Responsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.
Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.
Review and prepare clear and concise working papers
Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
Develop effective working relationships with internal and external clients
Assist clients with special projects
Deliver projects/engagements on time, within budget and to client's satisfaction
Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback