About the role

  • Lead and manage tax compliance engagements in accordance with firm and professional standards.
  • Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.
  • Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities.
  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.
  • Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.
  • Plan and schedule tax engagements with clients and firm resources.
  • Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.
  • Share and transfer knowledge with team members.
  • Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.
  • Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.
  • Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates.
  • Write and publish articles with the research and assistance of Associates and Senior Associates.

Requirements

  • CPA required.
  • Bachelor’s degree in accounting.
  • Minimum of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.
  • Strong organizational and management skills.
  • Excellent written, oral communication and documentation skills.
  • Ability to articulate complex tax matters to others.
  • Ability to work effectively in a demanding, fast-paced and complex environment.

Job title

HNW Tax Manager

Job type

Experience level

Mid levelSenior

Salary

$90,000 - $150,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job