Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Lead tax engagements from planning to delivery, including budgeting and execution.
• Develop strong client relationships and understand their business needs.
• Ensure timely and accurate filing of client tax returns, meeting deadlines.
• Review work of team members, provide feedback to ensure quality and accuracy.
• Strong project management and organizational skills to manage multiple engagements and deadlines.

🎯 Requirements

• Bachelor's or Master's degree in Accounting.
• Active CPA license.
• 5+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.

🎁 Benefits

• Training, mentoring, and development opportunities.
• Inclusive culture focused on relationships and making a difference.
• Hybrid work environment with flexible scheduling.