Tax Manager

Accountants One hired to help a wealth advisory firm hire a Tax Manager for their high net worth division.  This is an outstanding time to join a growing firm that has impressive results for their clients.  This role will have a major impact on the firm by helping choose software packages and creating / improving processes to handle continued growth.  This role will eventually hire a develop staff.  

The successful candidate will have an entrepreneurial mindset combined with an extensive technical expertise in tax and tax advisory.  The successful candidate will have stellar communication and presentation skills and the confidence to advise high-net-worth clients.   

Job Overview:

• Review tax returns ranging from corporate to trust to individual in order to offer tax advice and planning
• Work closely with other 3rd party / external tax professionals to develop tax strategies and ensure compliance with tax regulations and tax law
• Prepare and file tax returns for select clients
• Create models for tax projections and analysis
• Prepare reports and presentations for client meetings
• Prepare internal reports to be used in developing tax strategies
• Estate tax planning and advice
• Identify tax risks associated with real estate, financial investments, trusts, and business ownership

Job Requirements:

• Bachelor's in Accounting
• MBA or Masters of Taxation preferred
• CPA highly preferred
• Extensive experience in high net worth tax and tax advisory including estate tax planning, multi-state tax filing, and trust tax
• Extensive knowledge of pass-through entities (PTE)
• Proven success in problem-solving and navigating complex tax
• Natural confidence and humility, comfortable working closely with high net worth clients