Tax Manager - High Net Worth

Tax Manager – High Net Worth

This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.

• Manage multiple client engagements simultaneously, ensuring overall success of each project
• Maintain relationships with executives at multiple family offices
• Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns
• Strong Trust Accounting skills
• Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews
• Supervise and review team members’ work for accuracy and compliance with professional standards
• Review of Individual returns that include complex partnership K-1s, stock options, multi-state K-1s
• Ability to research, interpret, and apply tax code to unique circumstances
• Ability to read, understand, and apply directions contained in trust documents prepared by others
• Ability to read, understand, and apply directions contained in estate plans
• Maintain active communication with clients to manage expectations and ensure satisfaction
• Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm
• Participate in firm-wide initiatives including recruitment
• Work with partners on proposals and business development

• 5+ years of current or recent public accounting experience providing related tax experience
• Previous experience leading Trust and Estate tax teams preferred
• Minimum of a Bachelor’s Degree in Accounting or similar
• Current CPA license
• Experience leading teams and mentoring staff

The total rewards package includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using reliable compensation survey data. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

• Health, Dental, and Vision Insurance (options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and Linked In Learning

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.