Tax Manager - Wealth Management

Tax Manager – Wealth Management What we are looking for – As a member of the Tax Services Team, the Tax Manager is primarily responsible forthe administration and delivery of U.S. (federal and state) income, gift, and estatetax services to our clients. This person will work closely with our WealthManagement Directors in managingclientrelationships and the development of ourAssociates. This position will be responsible for the supervision, training, andmentoring of Tax Services Associates. Occasional travel and periodic after-hourswork will be required. You will –

• Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers andreturns and projections and estimated tax payment vouchers
• Work with clients (by telephone, written correspondence, and/or face to facemeetings) as well as Wealth Managers as needed
• Supervise, evaluate and mentor members of the department
• Manage Tax Services Department responsibilities (project management andmonitoring, e-filing, tax software, tracking of work flow, creating andmaintaining templates, mailing of returns, scanning of documents, etc.)
• Perform other professional and administrative duties as assigned

We are looking for –

• Bachelor’s degree in accounting, finance, or business
• CPA, Masters in Taxation, LLM in Taxations, or JD
• Five to seven years of progressive tax compliance and/or tax consultingexperience; experience in public accounting
• Exceptional client service and communication skills with a demonstratedability to develop and maintain outstanding client relationships
• Previous tax return review experience
• Team Player attitude
• Strong leadership, recruiting, training and mentoring skills
• Good organization skills
• Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
• Ability to work additional hours as needed and travel to various client sites

We offer –

• Collaborative fun environment
• Commuter benefit up to $265 monthly
• Generous 401(k) match
• Individual and cash profit sharing bonuses
• Generous company contribution to medical benefits
• Summer ‘Give Back to the Community’ outings
• Catered weekly lunch and healthy snacks
• Fully paid company retreats

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