Tax Senior Manager - High Net Worth

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.

• 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

• 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

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

Equal Opportunity Employer
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