Tax Manager - Family Wealth Services
Position Overview: We are seeking a highly experienced and qualified Tax Manager to join our Family Wealth Services team.
The ideal candidate will have a strong background in tax management, preferably with a CPA certification, and a deep understanding of tax laws and regulations surrounding individual, trust, estate, and high net worth clients.
Key Responsibilities
Manage and oversee all tax-related functions for our Family Wealth Services clients, including tax planning, preparation, and filing for individual, trust, and estate tax returns.Provide strategic tax planning advice to high net worth individuals and families, maximizing tax savings and minimizing liabilities.Conduct thorough research and analysis of tax laws and regulations to ensure accurate and compliant tax reporting.Collaborate with legal and financial advisors to develop comprehensive tax strategies for clients.Review and approve all tax documents and filings prepared by junior staff members.Communicate with clients regarding their tax-related questions and concerns, providing exceptional client service.Stay updated on changes to tax laws and regulations and communicate any potential impacts to clients.
Qualifications
Bachelor's degree in Accounting, Finance, or related field.CPA or EA certification is required.5+ years of experience in tax management, preferably with experience in fiduciary, trust, estate, and individual tax returns.Strong knowledge of tax laws and regulations, especially those related to high net worth individuals and families.Excellent analytical, problem-solving, and communication skills.Ability to manage and prioritize multiple projects and deadlines.
If you are a highly skilled Tax Manager with a passion for providing exceptional service to high net worth clients, we encourage you to apply for this exciting opportunity in our Family Wealth Services team.
Benefits
We offer a competitive compensation package with benefits that include health, dental and vision coverage, 15 days of PTO to start, 12 paid holidays, a 401(k) plan with 3% contribution each year, and company-paid life, short-term and long-term disability insurance.
Other benefits include free parking, flexible summer hours, with some ability to work remotely.
Meals and snacks are offered during the tax busy season.
"Dress for your day" is the business casual attire chosen by staff, based on the daily schedule.
Flexible work schedule is also available year round.
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Brandon Klaffka - Recruiter
Applicants must be authorized to work in the U.S.
This job was first posted by CyberCoders on 06/26/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
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