Tax Senior/Manager

Tax Manager/Senior Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that has successfully combined traditional tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mindset to join their growing practice. What you will do: Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues. Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy. Lead business and personal income tax compliance, strategy and planning for clients. Partner with the firm's wealth management team to develop and suggest wealth management strategies. Lead and develop junior team members. Lead communications with both clients, and federal (IRS), state and local tax officials. Network and develop relationships to promote firm awareness and drive practice growth. What you can expect: The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals. A cohesive, supportive team culture. Tremendous career/professional growth potential, essentially unlimited earning potential. An entrepreneurial environment with true partnership potential. What's required: 4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues. A CPA is required. Strong presentation and communication skills. A desire to develop new relationships and help grow the firm. An interest in wealth management and financial planning. Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing Industries Accounting #J-18808-Ljbffr

Created: 2025-02-09