Join Our Client's Team as a Tax Manager with High Net Worth Tax Experience!
Are you an experienced tax professional with a proven track record in high net worth tax services? Our client is seeking a talented individual with a minimum of 7 to 18 years of experience from a Top 20 CPA Firm or Family Office to join their team as a Tax Manager.
About Our Client: Our client is a prestigious organization known for providing top-tier financial services to high net worth individuals and families. With a commitment to excellence and personalized service, they strive to exceed client expectations and deliver exceptional results.
Key Responsibilities: As our client's Tax Manager, you will lead the high net worth tax practice and provide strategic tax planning and compliance services to affluent individuals and families. Your responsibilities will include, but are not limited to:
Managing a portfolio of high net worth clients and providing comprehensive tax planning and compliance services.
Advising clients on complex tax matters related to income, estate, gift, and trust taxation.
Developing and implementing tax strategies to minimize tax liabilities and maximize wealth preservation.
Reviewing tax returns prepared by staff and ensuring accuracy and compliance with regulations.
Building and maintaining strong client relationships through regular communication and exceptional service delivery.
Staying updated on changes in tax laws and regulations and providing guidance to clients and team members accordingly.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field (Master's degree preferred).
CPA certification required.
Minimum of 7 to 18 years of experience in high net worth tax services, preferably from a Top 20 CPA Firm or Family Office.
Strong technical knowledge of individual, trust, and estate taxation.
Experience with tax planning strategies for high net worth individuals and families.
Excellent communication and interpersonal skills, with the ability to effectively interact with clients and team members.
Detail-oriented with strong analytical skills and the ability to work independently and as part of a team.