Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)
About The Position
As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients navigate their tax compliance requirements as well as leading the consulting and planning process. You will be responsible for managing the client’s tax deadlines, filing requirements, and analyzing billing/collections related to the client engagement. Coaching and mentoring junior associates are important in this role, as the growth of all team members is important to the growth of our practice. This role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.
Requirements
- A minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
- Experience providing tax consulting and compliance services to high-net-worth individuals and family groups including personal, estate/gift & trust tax returns
- CPA certification
- Excellent research skills and strong written and verbal communications and people skills
- Excellent technology, project management, and presentation skills
- A strong commitment to delivering exceptional client service, with the drive to continually deepen expertise
Nice To Haves
- Strong preference for local candidates who value in-person collaboration
- Advanced degree in taxation preferred
Responsibilities
- Lead client tax engagements from start to finish.
- Utilize prior technical experience to help clients navigate their tax compliance requirements.
- Lead the consulting and planning process.
- Manage the client’s tax deadlines and filing requirements.
- Analyze billing/collections related to the client engagement.
- Coach and mentor junior associates.
Benefits
- 22 days PTO (increases with firm tenure)
- 8 paid holidays
- 2 floating holidays
- Paid parental leave
- Paid bereavement leave
- Annual bonus through profit-sharing plan
- 401(k) plan including profit-sharing contribution
- Medical insurance (cafeteria plan including medical and dependent care flexible spending accounts)
- Dental insurance
- Vision insurance
- Term-life and accidental death and dismemberment insurance
- Short-term disability
- Long-term disability
- Employee assistance program
- Continuing professional education
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
