Tax Manager

Role Description

The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.

Primary Responsibilities

• Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.
• Performing technical research to address complex tax issues with the support of a team.
• Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
• Ensuring top quality client service in collaboration with the wealth management offering.
• Communicating effectively with advisors and their clients in a timely and professional manner.
• Effectively solving problems and resolving issues for clients and their advisors.
• Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
• Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Qualifications

• A CPA, EA or JD with a minimum of 5+ years’ relevant experience.
• A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
• Superb written and verbal communication skills.
• Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
• Ability to work individually and in a team atmosphere.
• The willingness and ability to work additional hours, as needed, during busy season.

Requirements

• Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
• Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner.
• “Big Four” or large regional accounting firm experience.

Benefits

The position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.