HNW Tax Manager
HNW Tax Manager
Posted on :
05-12-2024
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1 Vacancy
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Job Description
Job Title: HNW Tax Manager
Location: Woodbury NY (Hybrid)
Duration: Full Time (Perm)
Requirements:
- The ideal candidate will have a minimum of 6 years of experience in public accounting.
- A CPA or EA certification is required.
Responsibilities Include:
- Focus on the technical review of individual (including HNWI) tax returns with strong knowledge of trust and estate returns; experience with corporate and partnership tax returns is a plus.
- Supervise the preparation of tax returns.
- Develop strong client relationships and maintain steady contact with assigned clients throughout the business year.
- Monitor the progress of work in relation to budgeted time and scheduled completion dates.
- Keep the Partner informed on a timely basis regarding important engagement developments including major issues that arise conclusions and recommendations.
- Work directly with the clients attorneys taxing agents and other third parties.
- Assist/participate in practice development and firm management.
- Network to develop contacts and cultivate relationships.
- Develop and evaluate staff addressing performance issues and concerns as needed.
- Mentor and motivate staff; guide staff on career and professional development.
Employment Type
Full Time
Key Skills
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