Tax Manager providing compliance and advisory services for high-net-worth individuals at HCVT. Collaborating with clients to navigate complex tax issues and strategies while managing multiple client relationships.
Responsibilities
Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
Work closely with clients and their other advisors to advise on income tax issues and related tax planning
Develop and maintain strong client relationships with client personnel and prospective clients
Ability to identify and propose resolutions to complex income tax issues.
Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
Excellent research skills and ability to research complex tax issues
Ensure quality of work product
Oversee planning and scheduling of engagements
Monitor work-flow
Coach/mentor individual team members
Provide formal and informal feedback
Requirements
Trust, estate, gift tax specialty is required
Has proven experience in leading and supervising a team
Demonstrated advanced project management skills
Strong technical aptitude and communication skills both written and verbal
Ability to work independently
Ability to multi-task, prioritize responsibilities, and take initiative on projects
Has high attention to detail
Has a positive attitude and a team player mentality with a can-do spirit
Microsoft Office skills must all be strong
Ability to utilize firm technology to enhance client service
Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
5+ years of experience depending on relevant work experience.
Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
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