Skills

Accountingunmatched

Analysis Skillsunmatched

Business Developmentunmatched

Certified Public Accountant (CPA)unmatched

Customer Relationsunmatched

Federal Laws and Regulationsunmatched

Financeunmatched

High Net Worthunmatched

Income Taxunmatched

Interpersonal Skillsunmatched

Investment Strategyunmatched

Local Taxunmatched

Maintain Complianceunmatched

Mentoringunmatched

Microsoft Officeunmatched

Organizational Skillsunmatched

Problem Solving Skillsunmatched

Public Accountingunmatched

Regulatory Complianceunmatched

Research Skillsunmatched

Sales Managementunmatched

Sales Presentationunmatched

State Laws and Regulationsunmatched

State Taxunmatched

Strategic Planningunmatched

Tax Planningunmatched

Tax Regulationsunmatched

Tax Returnsunmatched

Tax Softwareunmatched

Team Lead/Managerunmatched

Team Playerunmatched

Description

Job Summary: We are seeking a dedicated and experienced Tax Manager (CPA Certified) to focus on providing exceptional tax services to high-net-worth individuals and working with estates and trusts. The ideal candidate will have a strong background in public accounting, a deep understanding of tax regulations, and the ability to develop tailored strategies to meet the unique financial needs of our clients.
Key Responsibilities:

Client Management: Develop and maintain relationships with high-net-worth individuals, understanding their financial situations and tax planning needs.
Tax Compliance: Oversee the preparation and review of complex individual tax returns, ensuring compliance with federal, state, and local tax regulations.
Tax Planning: Create and implement strategic tax plans that align with clients' financial goals, including estate and gift tax planning, income tax minimization, and investment tax strategies.
Research & Analysis: Stay current with tax laws and regulations, conducting research to identify implications and opportunities for clients.
Team Leadership: Mentor and guide junior staff in tax preparation and planning processes, fostering a collaborative and high-performance team environment.
Client Education: Communicate tax strategies and changes effectively to clients, ensuring they understand the implications and benefits of proposed actions.
Business Development: Participate in business development activities, including networking and client presentations, to expand the firm's presence in the high-net-worth market.

Basic Qualifications:

Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification required.
Minimum of 5 years of experience in public accounting, with a focus on high-net-worth individuals.
Strong knowledge of federal and state tax laws, regulations, and compliance requirements.
Excellent analytical, problem-solving, and organizational skills.
Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients.
Proficiency in tax software and Microsoft Office Suite.

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