Tax Manager

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.

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. Skills and Certifications: CPA