Tax Manager

Whitecap Search is seeking an experienced Tax Manager to join our growing public accounting firm. This role involves serving a diverse client base that includes high-net-worth individuals, privately held businesses, and closely held entities. The successful candidate will manage tax engagements from planning through completion, prepare and review complex individual and business tax returns, and serve as a trusted advisor to clients.

Function

• Prepare and review high-net-worth individual and small to medium-sized business tax returns.
• Possess knowledge in gift, estate, and tax-exempt entities, which is advantageous.
• Manage client relationships comprehensively and professionally.
• Prepare detailed financial statements.
• Auditing experience is a plus.
• Oversee client communication and supervise firm staff.
• Perform offsite work at client locations.

Requirements

• 3 years of experience in a mid-size to large firm handling high-net-worth tax.
• CPA preferred but not required.
• Excellent verbal and written communication skills.
• Strong analytical and time management skills.
• Willingness to travel to clients.
• Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
• Proficiency in UltraTax is a plus.
• A Master's degree in accounting or taxation is a strong advantage.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted guarantee of certain compensation package for position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.