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Senior Tax Manager

Green Key Resources

The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.

Responsibilities

  • Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
  • Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
  • Review individual, trust, estate, gift, business entity, and foundation returns
  • Handle Federal and State tax notices and audits

Qualifications

  • BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
  • Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
  • 6+ year’s progressive experience in public accounting required
  • Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
  • Ability to establish and maintain strong client relationships
  • Excellent verbal and written communication skills
Vacancy posted 11 hours ago
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