Tax Manager

Job Summary: We are seeking a dedicated and experienced Tax Manager (CPA Certified) to focus on providing exceptional tax services to high-net-worth individuals and working with estates and trusts. The ideal candidate will 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 high-performance 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 firm's presence in the high-net-worth market. Basic Qualifications: Bachelor's 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, problem-solving, 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.

Created: 2025-01-29