Hnw Senior Manager

Overview

• Lead tax planning and compliance for high-net-worth individuals and entities in a hybrid work environment.
• Collaborate with partners and engagement teams on complex tax strategies and solutions.
• Mentor and supervise staff, fostering professional growth and development.
• Research federal, state, and cross-border tax issues to ensure compliance and optimization.
• Deliver clear and concise communication to clients regarding tax matters and planning.
• Utilize advanced tax software and tools for efficient tax preparation and review.
• Engage in strategic planning with management to enhance client service delivery.
• Ensure timely and accurate billing and collection of client receivables.

Key Responsibilities & Duties

• Review complex federal and multi-state tax returns for various entities and individuals.
• Analyze quarterly and year-end tax projections and provide actionable insights.
• Conduct thorough research on tax regulations and cross-border issues.
• Supervise and mentor staff, ensuring adherence to best practices and standards.
• Develop and implement tax planning strategies in collaboration with partners.
• Communicate effectively with clients to gather information and provide updates.
• Utilize GoSystem Tax RS and other tools for efficient tax processing.
• Manage deadlines and ensure timely delivery of client projects.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or Taxation required.
• CPA certification mandatory for this role.
• Minimum of 10 years of experience in tax planning and compliance.
• Proficiency in Microsoft Office Suite and GoSystem Tax RS preferred.
• Strong analytical, problem-solving, and communication skills essential.
• Experience with high-net-worth and family office clients highly desirable.
• Managerial experience with staff and client interactions required.
• Ability to manage deadlines and client expectations effectively.