Tax Manager

Tax Manager – High Net WorthThis individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.Job Responsibilities:Manage multiple client engagements simultaneously, ensuring overall success of each projectMaintain relationships with executives at multiple family officesPreparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax ReturnsStrong Trust Accounting skillsManage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviewsSupervise and review team members' work for accuracy and compliance with professional standardsReview of Individual returns that include:Multiple, complex partnership K-1sStock optionsMulti-state K-1sAbility to research, interpret, and apply tax code to unique circumstances.Ability to read, understand, and apply directions contained in trust documents prepared by othersAbility to read, understand, and apply directions contained in estate plans.Maintain active communication with clients to manage expectations and ensure satisfactionActively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firmParticipate in firm wide initiatives including recruitmentWork with partners on proposals and business developmentRequirements Include:5+ years of current or recent public accounting experience providing related tax experiencePrevious experience leading Trust and Estate tax teams preferredMinimum of a Bachelor's Degree in Accounting or similarCurrent CPA licenseExperience leading teams and mentoring staffCompensation & BenefitsThe total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn LearningEqual OpportunityWe are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.