Tax Senior/Manager

Tax Senior/Manager Overview

• The Tax Senior/Manager role offers an exciting opportunity to manage tax compliance for high-net-worth clients in a dynamic wealth management environment.
• Collaborate with Wealth Advisors and Tax Management to deliver tailored tax strategies and planning recommendations.
• Prepare and review complex federal, state, and local tax returns, ensuring accuracy and compliance with regulations.
• Conduct tax research on intricate issues, providing actionable insights and recommendations to clients and management.
• Leverage cutting-edge tax software and tools to enhance efficiency and accuracy in tax preparation.
• Stay abreast of evolving tax laws and regulations, assessing their impact on client portfolios.
• Engage in a hybrid work environment, balancing in-office collaboration with remote flexibility.
• Contribute to a culture of excellence within a leading investment and wealth management firm.

Tax Senior/Manager Key Responsibilities & Duties

• Prepare and review federal, state, and local tax returns, including individual, gift, partnership, and fiduciary income tax returns.
• Manage tax compliance processes for high-net-worth clients, ensuring timely and accurate deliverables.
• Conduct tax research on complex issues, providing actionable recommendations to clients and management.
• Coordinate workflows and monitor filing deadlines to ensure timely completion of client deliverables.
• Participate in client meetings, communicating tax matters and planning strategies effectively.
• Assist in preparing estimated tax payments and extensions, ensuring compliance with regulations.
• Utilize advanced tax software tools to streamline processes and enhance accuracy.
• Collaborate with internal teams to deliver comprehensive client service and support.

Tax Senior/Manager Job Requirements

• Bachelor’s degree in Accounting; Master’s degree in Taxation preferred.
• 8+ years of experience in public accounting, private client tax, or fiduciary tax services.
• CPA or EA designation preferred; CFP designation is a plus.
• Proficiency in federal, state, and local tax laws, with experience in preparing complex tax forms.
• Experience with CCH Axcess Tax; familiarity with Bloomberg Tax Planner and other tax tools is advantageous.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills for client and team interactions.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.