Tax Manager

Overview

• Lead tax compliance and planning for high-net-worth individuals, ensuring accuracy and adherence to regulations.
• Develop strategies for diverse individual tax profiles, including trust and estate considerations.
• Serve as the primary client contact, fostering strong relationships and addressing client needs effectively.
• Oversee engagements from initiation to completion, leveraging available resources for successful outcomes.
• Provide mentorship and training to junior staff on technical and professional skills.
• Collaborate with cross-functional teams to enhance service delivery and client satisfaction.
• Stay updated on tax regulations and industry trends to provide informed guidance.
• Contribute to the firm's growth by identifying opportunities for new services and client acquisition.

Key Responsibilities & Duties

• Manage tax compliance processes for high-net-worth individuals, ensuring timely and accurate filings.
• Develop and implement tax planning strategies tailored to individual client needs.
• Provide expert advice on trust and estate tax matters, enhancing client wealth management.
• Maintain proactive communication with clients, addressing inquiries and providing solutions.
• Supervise and mentor junior staff, fostering professional growth and technical proficiency.
• Coordinate with internal teams to ensure seamless service delivery and client satisfaction.
• Conduct regular reviews of tax regulations and industry standards to ensure compliance.
• Identify opportunities for process improvement and implement effective solutions.

Job Requirements

• Bachelor of Arts (BA) in accounting, finance, or related field required.
• Minimum of 8 years of experience in tax management; 12 years preferred.
• Proficiency in individual tax compliance and planning, including high-net-worth profiles.
• Experience with trust and estate tax matters is advantageous.
• Strong client relationship management skills with responsiveness to client needs.
• Ability to oversee engagements from start to finish, ensuring quality and efficiency.
• Proven ability to train and mentor junior staff effectively.
• Knowledge of current tax regulations and industry trends.