Tax Manager - High Net Worth

Overview

This role involves leading tax compliance engagements and serving as a primary tax point of contact for clients and engagement partners.

Responsibilities

• Lead and manage tax compliance engagements in accordance with firm and professional standards, meeting budget and deadline expectations
• Plan and schedule tax engagements with clients and firm resources
• Serve as the main tax point of contact within the firm for clients and their advisors
• Ensure clients receive proactive communication and timely service
• Perform detailed reviews of tax work papers and provision calculations completed by other associates
• Review Individual, Trust, Gift and Estate tax returns, tax research, tax communications, and other requested deliverables
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters
• Provide training, direction, and supervision to staff and senior accountants
• Participate in and provide leadership for firm initiatives and projects
• Maintain technical expertise in various tax areas related to industry specialization

Requirements

• Bachelor’s degree in Accounting or an equivalent combination of education and experience
• CPA certification required in the respective state in which they are practicing
• 5+ years of job-related experience
• High Net Worth Individual tax experience required
• Prior accounting and/or tax experience
• Subject matter leader in similar accounting and/or tax services
• Management and/or mentoring experience with other staff members
• Experience making recommendations to management

Preferred Qualifications

• Prior public accounting experience desired

Compensation & Benefits

• Estimated base pay range: $107,000 to $144,000
• Offers typically not made at the maximum; actual salary depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws
• Annual discretionary bonus may be available, subject to participation rules and based on a variety of factors including individual and firm performance

Benefits highlights may include:

• 8 health plan options (HMO & PPO), dental and vision coverage
• Opportunity to enroll in HSA with potential firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share, including firm matching contribution
• Well-being incentive, education & certification assistance
• Flexible time off
• Family care leave, parental leave, family formation benefits
• Cell phone reimbursement and travel rewards
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Eligibility for benefits depends on annual hours expectation, position status/level, and location

Location

Remote (as indicated by the listing).