Tax Manager - High Net Worth

The role is a Tax Manager for the High Net Worth tax practice. The candidate will oversee the tax preparation process primarily for individuals and trusts to ensure compliance with state and federal tax regulations. Additional duties include delegating and managing tax assignments, performing administrative duties, and training, supporting, supervising, motivating, and reviewing the work of the team.

• Providing tax planning and compliance services for high net worth individuals and related trusts
• Developing and sustaining excellent client relationships to become a trusted advisor
• Identifying issues and recommending creative solutions to complex client issues
• Managing client engagements to achieve optimum service expectations
• Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization

• Bachelors degree in accounting or finance;
  Masters degree in Tax preferred; or equivalent combination of relevant education and experience
• 5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow
• CPA certification
• Ability to multitask
• Leadership and project management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• First‑class health and wellness benefits, including wellness coaching and mental health counseling
• One‑on‑one professional coaching
• Leadership and career development programs
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

• Use written and oral communication skills
• Read and interpret data, information, and documents
• Observe and interpret situations
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work