Tax Manager / Director – High Net Worth (cpa firm) - Hybrid

This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.

Oversee tax engagements from planning to delivery, ensuring tasks and projects meet deadlines and client expectations

Prepare, review, and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, multi-state, etc.)

Prepare and review complex tax planning projections for individuals and entities

Prepare and review complex U.S. and multi-state/international income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-Corporations, and Partnerships

Conduct complex tax research and prepare memorandum outlining findings and conclusions

Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed

Assist with business development efforts, including but not limited to, meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating clients’ needs