HNW Tax Manager

CyberCoders

$140K — $200K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent designation required.
  • 5+ years of experience in tax compliance and planning, specifically for high net worth individuals and families.
  • In-depth knowledge of federal and state tax laws associated with individuals, gifts, trusts, and estates.
  • Preferred experience with C-Corp, S-Corp, partnerships, and international tax matters.
  • Strong analytical skills and ability to clarify complex tax concepts to clients.
  • Proficient in tax software and Microsoft Office; familiarity with GAAP standards is a plus.

Responsibilities

  • Manage preparation and filing of federal and state tax returns for high net worth individuals, trusts, and estates.
  • Develop and execute tax planning strategies to reduce clients' tax liabilities.
  • Review tax returns and related documents for accuracy and compliance with regulations.
  • Provide advice on complex tax issues, including gift tax, estate tax, and international tax.
  • Collaborate with clients and advisors to develop comprehensive tax strategies.
  • Stay updated on tax law changes and their implications for clients.
  • Supervise and mentor junior tax staff, offering training and support.

Benefits

  • Vacation/PTO
  • Medical
  • Dental
  • Vision
  • 401k
  • Bonus
  • Relocation
  • Telecommute
Full Job Description
*This is with a Public Accounting Firm and requires Public Accounting experience as well as an active CPA license*

Job Title: Tax Manager
Job Location: Hybrid
Job Salary: $140k-$200k (DOE)
Requirements: 5+ Years of Public Accounting Tax Experience - Strength in HNW or UHNW Required

HNW Tax Manager

Position Overview
We are seeking an experienced HNW Tax Manager to join our firm and provide expert tax services to high net worth individuals and families. The ideal candidate will have a strong background in tax planning and compliance, specifically dealing with complex tax issues related to individuals, trusts, and estates. This role is integral to our mission of delivering exceptional client service and maximizing tax efficiency for our clients' wealth management strategies.

Key Responsibilities
  • Manage and oversee the preparation and filing of federal and state tax returns for high net worth individuals, trusts, and estates.
  • Develop and implement tax planning strategies to minimize tax liability for clients.
  • Review and analyze tax returns and supporting documentation for accuracy and compliance with applicable laws and regulations.
  • Provide guidance on complex tax issues including gift tax, estate tax, and international tax matters.
  • Collaborate with clients and their advisors to ensure comprehensive tax strategies that align with clients' financial goals.
  • Stay current on tax law changes and assess their impact on clients' tax situations.
  • Supervise and mentor junior tax staff, providing training and support as needed.

Qualifications
  • Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent designation required.
  • 5+ years of experience in tax compliance and planning, with a focus on high net worth individuals and families.
  • Thorough understanding of federal and state tax laws, including individual, gift, trust, and estate taxation.
  • Experience with C-Corp, S-Corp, partnerships, and international tax issues is preferred.
  • Strong analytical and problem-solving skills, with the ability to communicate complex tax concepts clearly to clients.
  • Proficient in tax software and Microsoft Office Suite; experience with GAAP standards is a plus.

Benefits

Vacation/PTO

Medical

Dental

Vision

401k

Bonus

Relocation

Telecommute

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