HNW Tax Manager managing tax compliance and advisory services for high-net-worth individuals and families. Leading a team in a public accounting firm with a focus on complex tax matters.
Responsibilities
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.
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