Hybrid Tax Manager – High Net Worth

Posted 2 months ago

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About the role

  • Tax Manager overseeing tax preparation process for individuals and trusts in high net worth tax practice. Responsible for delegating tax assignments and team management.

Responsibilities

  • Providing tax planning and compliance services for high net worth individuals and related trusts
  • Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
  • Identifying issues and recommending creative solutions to complex client issues
  • Managing client engagements to achieve optimum service expectations
  • Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
  • Holding yourself and others accountable for business development goals
  • Recruiting, developing, and motivating team members
  • Creating a highly collaborative environment in which team members reach out to others for input and ideas
  • Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
  • Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization.

Requirements

  • Bachelors degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience
  • 5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.
  • CPA certification
  • Ability to multitask
  • Leadership and project management skills
  • Excellent communication and networking acumen
  • Ability to manage and grow strong customer relationships
  • Experience with tax software and technology

Benefits

  • generous time away and paid firm holidays, including the week between Christmas and New Year’s
  • flexible work schedules
  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
  • first-class health and wellness benefits, including wellness coaching and mental health counseling
  • one-on-one professional coaching
  • Leadership and career development programs
  • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

Job title

Tax Manager – High Net Worth

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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