High-Net-Worth Tax Manager

Overview

• Lead tax engagements for high-net-worth clients, ensuring compliance and delivering strategic planning solutions in a hybrid work environment.
• Collaborate with a skilled team to address complex tax challenges and provide exceptional client service.
• Mentor and guide junior staff, fostering professional growth and enhancing team capabilities.
• Engage in advanced tax planning, advisory, and compliance activities to meet diverse client needs.
• Contribute to the development of practice strategies and business growth initiatives.
• Utilize cutting-edge tax software and workflows to optimize efficiency and accuracy.
• Participate in special consulting projects and assignments to expand service offerings.
• Support ongoing employee training programs and career development opportunities.

Key Responsibilities & Duties

• Manage tax engagements from initial planning to final delivery, ensuring accuracy and compliance.
• Prepare and review complex tax returns, extensions, and strategic planning calculations.
• Conduct in-depth tax research and draft detailed memorandums with findings.
• Communicate with IRS and state agencies regarding audits and inquiries.
• Delegate projects effectively and provide support to team members as needed.
• Participate in client meetings and proposals to support business development.
• Assist with employee training initiatives and provide career mentorship.
• Report to tax department leadership and contribute to overall organizational goals.
• Lead consulting projects and special assignments for management and clients.

Job Requirements

• Bachelor’s degree in Accounting or related field required; advanced degree preferred.
• CPA certification or EA designation is mandatory for this role.
• Minimum of 5 years of public accounting experience; 9 years preferred.
• Proficiency in individual, corporate, and partnership taxation.
• Experience with multi-state and international tax filings is highly desirable.
• Strong skills in tax software and workflow optimization tools.
• Excellent communication skills for effective client and team interactions.
• Demonstrated ability to mentor and train junior staff effectively.
• Hybrid work arrangement with flexibility for remote candidates.