Tax Manager / Senior Manager - High Net Worth Individuals

As a Manager in our Tax service line, you will be responsible for the following: Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations; Leads teams of seniors and staff accountants; Oversees planning and scheduling of engagements; Research complex tax issues; Ensures quality of work product; Monitors work-flow; Coaches/mentors individual team members; Provides formal and informal feedback; Communicates progress to partners; Develops and maintains strong client relationships with client personnel and prospective clients; Works closely with clients to advise on income tax issues and related tax planning.

Responsibilities

Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations; Leads teams of seniors and staff accountants; Oversees planning and scheduling of engagements; Research complex tax issues; Ensures quality of work product; Monitors work-flow; Coaches/mentors individual team members; Provides formal and informal feedback; Communicates progress to partners; Develops and maintains strong client relationships with client personnel and prospective clients; Works closely with clients to advise on income tax issues and related tax planning

Requirements

Undergraduate degree in accounting; CPA certificate; Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation; Strong organizational and management skills; Excellent written, oral communication and documentation skills; Ability to articulate complex tax matters in "business" language; Ability to integrate and team with others; Ability to work effectively in a demanding, fast-paced and complex environment; Strong team player with emphasis on the continued growth and development of team members; Excellent analytical skills and judgement

Nice to have

Master's in Tax