OverviewWe have tremendous opportunities for a
Tax Manager to play a key role working with our
High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees!
Responsibilities:- Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
- Responsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.
- Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.
- Review and prepare clear and concise working papers
- Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
- Develop effective working relationships with internal and external clients/
- Assist clients with special projects
- Deliver projects/engagements on time, within budget and to client's satisfaction
- Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback
Required qualifications:- A minimum of a bachelor's degree in accounting
- CPA or EA certification
- A minimum of five years of relevant CPA firm experience
- Ability to develop and sustain business relationships for the purpose of increasing the client base
- Proficiency with tax software, Microsoft Office Suite
- Ability and willingness to travel as required
- Salary range is between $80,000 and $100,000
Hours Of Operation:- Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
- Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday
- We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times
