Tax Senior Manager - High Net Worth

Keiter • Glen Allen, VA

2d

About The Position

Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters. Our Mission: › To provide quality service to our clients › To provide fulfilling careers to our staff › To share our time and resources to give back to the community

Requirements

• Hold active CPA license; CFP ® is a plus
• At least five years of experience in public accounting, tax consulting, or other related experience
• Ability to develop relationships with current and potential clients

Responsibilities

• Serve as liaison among senior managers, partners, clients, and staff.
• Handle all phases of tax engagements specializing in those related to work in our FEAS area
• Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and/or estate)
• Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
• Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties
• Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others
• Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads
• Contribute to and foster a positive work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed