Senior Tax Manager

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• Managing a team of tax professionals and providing guidance and leadership in tax planning and compliance matters.
  
• Developing and implementing tax strategies to minimize tax liability for ultra high net worth clients including estate planning charitable giving and business succession planning.
  
• Reviewing and approving complex tax returns for individuals trusts and other entities.
  
• Providing strategic tax advice and guidance to clients on a wide range of tax issues including income tax gift tax estate tax and international tax matters.
  
• Communicating with clients and other advisors to ensure that tax strategies are aligned with overall financial goals and objectives.
  
• Keeping up to date on changes in tax laws and regulations that may impact high net worth clients.
  
• Building and maintaining strong client relationships to drive business growth and client satisfaction.
  
• The ideal candidate for this role will have a strong background in tax planning and compliance for ultra high net worth individuals as well as excellent communication and leadership skills. A CPA or JD is required and advanced credentials such as an MST or LLM in taxation are preferred. Experience working with high net worth clients in a public accounting firm or family office setting is essential.
  

Requirements

Requirements for the Senior Tax Manager for ultra high net worth individuals position typically include:

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• Bachelors degree in Accounting Finance or related field. CPA or JD certification is required.
  
• Minimum of 710 years of experience in tax planning and compliance with a focus on ultra high net worth individuals.
  
• Strong technical knowledge of complex tax laws and regulations including income tax gift tax estate tax and international tax matters.
  
• Experience managing a team of tax professionals and overseeing multiple client engagements.
  
• Excellent communication and interpersonal skills with the ability to build and maintain strong client relationships.
  
• Strong leadership skills and the ability to provide guidance and mentorship to junior staff.
  
• Advanced credentials such as an MST or LLM in taxation are preferred.
  
• Knowledge of tax software and tools commonly used in the industry.
  
• Ability to work independently and manage multiple priorities in a fastpaced environment.
  
• Familiarity with high net worth financial concepts estate planning strategies and wealth management principles.