Job Summary

We are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group.  This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns.  Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight.  The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.

Responsibilities

• Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts

• Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development

• Developing and sustaining excellent customer relationships

• Being anticipatory and consulting on various tax matters

• Actively communicating progress of engagements, problems, and resolutions to customers

• Monitoring economic performance of engagements, including billing and collections

• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business

• Recruiting, developing, and motivating team members

• Creating a highly collaborative environment in which team members reach out to others for input and ideas

• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.

• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization

• Other duties within the scope of the practice

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred

• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates,  including managing multiple projects and customer engagements

• EA License, or CPA certification required

• Project/team management skills

• Excellent communication and networking acumen

• Ability to manage and grow strong customer relationships

• Experience with tax software and technology

• Ability to multitask along with demonstration of commitment to continuous learning

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Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.