Salary: $120k-$150k base plus bonus
OverviewAs a tax manager, you will work directly with clients and wealth management teams to prepare tax returns and review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client's goals and values. The successful tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
- Responsible for client relationships; inspiring client confidence through demonstrated expertise; and ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
- Work to create and present strategic tax planning solutions to clients and closely held businesses
- Advise clients on tax implications of investment decisions
- Support and guide the research of technical matters for complex tax needs and updates to regulations
- Commitment to continuing education and training
Qualifications- Bachelor's degree in accounting, finance, or related field
- 5+ years' tax experience working in a public accounting firm or financial planning firm
- CPA required
Skills and Knowledge- Experience providing tax consulting to high-net-worth clients
- Proficiency in tax software and financial analysis tools
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations
- Highly effective interpersonal, relationship management and communication skills
- Excellent organizational and time management skills
- Strong attention to detail
