Tax Manager High Net Worth Individuals
Tax Manager High Net Worth Individuals
Posted on :
13-11-2024
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1 Vacancy
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Job Description
Position Overview:
- We are seeking a dedicated and experienced Tax Manager to join our team focusing on providing exceptional tax services to high net worth individuals.
- Have a strong background in public accounting a deep understanding of tax regulations and the ability to develop tailored strategies to meet the unique financial needs of our clients.
Key Responsibilities:
- Client Management: Develop and maintain relationships with high net worth individuals understanding their financial situations and tax planning needs.
- Tax Compliance: Oversee the preparation and review of complex individual tax returns ensuring compliance with federal state and local tax regulations.
- Tax Planning: Create and implement strategic tax plans that align with clients financial goals including estate and gift tax planning income tax minimization and investment tax strategies.
- Research & Analysis: Stay current with tax laws and regulations conducting research to identify implications and opportunities for clients.
- Team Leadership: Mentor and guide junior staff in tax preparation and planning processes fostering a collaborative and highperformance team environment.
- Client Education: Communicate tax strategies and changes effectively to clients ensuring they understand the implications and benefits of proposed actions.
- Business Development: Participate in business development activities including networking and client presentations to expand the firms presence in the high net worth market.
Qualifications:
- Bachelors degree in Accounting Finance or related field; CPA or equivalent certification required.
- Minimum of 5 years of experience in public accounting with a focus on high net worth individuals.
- Strong knowledge of federal and state tax laws regulations and compliance requirements.
- Excellent analytical problemsolving and organizational skills.
- Exceptional communication and interpersonal skills with the ability to build strong relationships with clients.
- Proficiency in tax software and Microsoft Office Suite.
CPA
Employment Type
Full Time
Key Skills
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