Tax Manager, High Net Worth/Estates & Trusts
Overview
Leadership role overseeing tax engagements for high net worth clients. Manage a team of tax professionals and ensure accurate tax return completion. Drive strategic tax planning and client relationship cultivation. Scale business development initiatives to expand client base.
What You'll Do11
- 1Apply strong tax technical knowledge including analytical research and decision-making skills
- 2Utilize experience in gift and estate planning with trusts and forms 709 and 706
- 3Demonstrate proficiency in tax preparation software and financial analysis tools
- 4Provide innovative tax planning and review complex income tax returns
- 5Stay current on legislation and industry-specific tax impacts
- 6Represent clients during tax audits
- 7Maintain in-depth understanding of tax rules in specialized areas
- 8Lead and mentor junior team members
- 9Collaborate with partners on complex tax matters
- 10Implement quality control procedures across client engagements
- 11Identify process improvements and address operational inefficiencies
Requirements10
- 15+ years building ETL pipelines with Spark and Airflow
- 2CPA or EA license required
- 3Master's degree in accounting tax or related field preferred
- 4Bachelor's degree in accounting or related field required
- 57-8+ years of experience preparing and reviewing tax returns
- 6Strong communication skills for client interaction and team collaboration
- 7Ability to prioritize tasks and meet deadlines in fast-paced environment
- 8Experience with corporate partnership individual gift and estate trust tax filings
- 9Knowledge of federal state and local tax laws
- 10Familiarity with tax audit representation and professional standards
Salary Insight
$113 - $169k per year
Location
Required Skills
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