Tax Manager
Sentoria Staffing Solutions
Job Summary
We are seeking a knowledgeable and client-focused Tax Manager to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate will have deep expertise in personal and fiduciary tax matters, strong interpersonal skills, and a passion for helping clients achieve their financial goals.
Key Responsibilities
We are seeking a knowledgeable and client-focused Tax Manager to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate will have deep expertise in personal and fiduciary tax matters, strong interpersonal skills, and a passion for helping clients achieve their financial goals.
Key Responsibilities
- Manage and review individual, trust, estate, and business tax returns.
- Provide proactive tax planning and advisory services tailored to clients' financial situations and long-term goals.
- Collaborate with financial advisors, estate planners, and legal professionals to deliver integrated wealth management solutions.
- Identify tax-saving opportunities and strategies, including charitable giving, estate planning, and investment structuring.
- Represent clients in IRS and state tax audits and correspondence.
- Stay current on tax law changes and communicate implications to clients and internal teams.
- Develop and maintain strong relationships with clients, serving as a trusted advisor.
- Assist in onboarding new clients and evaluating their tax needs as part of the broader financial planning process.
- Bachelor's degree in accounting, Finance, or related field (CPA or EA required).
- 5+ years of experience in tax advisory, preferably in wealth management or public accounting firm serving high-net-worth clients.
- Strong technical knowledge of individual, trust, and estate taxation.
- Excellent communication and client service skills.
- Ability to manage multiple client relationships and deadlines effectively.
- Experience with tax software (e.g., CCH, Sure Prep, or similar) and financial planning tools.
- Knowledge of investment taxation, including carried interest, K-1s, and passive activity rules.
Vacancy posted 4 days ago
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