Tax Manager, High Net Worth

📋 Description

• Manage and review complex tax returns for high net worth individuals, trusts.
• Assess client needs, identify tax issues, apply authorities, and reach conclusions.
• Lead tax engagements from planning to delivery, including budgeting and fees.
• Develop strong client relationships with proactive service.
• Ensure timely, accurate filing of client tax returns.
• Review team work and provide constructive feedback.
• Apply strong analytics to interpret complex tax laws.
• Maintain extensive knowledge of federal, state, and local tax rules.
• Manage multiple engagements with solid project management.

🎯 Requirements

• Bachelor’s or Master’s in Accounting.
• Active CPA license required.
• 5+ years of progressive public accounting in HNW tax.
• Estate, gift, and trust tax law understanding.
• IRC 671-679 Grantor Trust rules & estate tax expertise.
• Proficiency with CCH Axcess and Microsoft Office.
• Experience supervising and developing staff.
• Ability to develop tax planning strategies.