Premier National Tax and Wealth / Investment Management Advisory firm serving High Net Worth & Ultra HNW Individuals & their familes is in growth mode. Offering numerous services to include Business & Tax Advisory, Investment Management, Estate Planning, LIfe Cycle & Generational Planning, this is truely a full service firm for client's Wealth, Investment and Tax needs, reporting, & planning / strategy.
Our Tax Advisory department is in need of Tax Directors and also Sr. Tax Managers with strong experience working with HNW & Ultra High Net Worth clientelle.
HNW Senior Tax Managers / Directors who have strong experience working in HNW Private Client Services or Family Office divisions for Top tier national CPA Public Accounting firms and / OR Wealth Management Firms are encouraged to apply ASAP as this will be an opportunity to continue working in the areas you enjoy without the same negative impact of ultra stressfull busy seasons:
Work life balance is important to us and this will be a different pace than your traditional CPA or Public Accounting Firm. If this sounds like a fit, please read on! Top Reasons to Work with Us -Fantastic Work/Life Balance with shortened busy season
- 401k Match
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunity
What You Will Be Doing -Review and sign individual, trust, partnership, and corporate multistate tax returns
-Review and communicate complex tax planning projections for individual and corporate estimated tax liability
-Manage and monitor client deliverables and due date
-Conduct complex tax research and prepare memorandum outlining findings and conclusions
-Respond to IRS and state agency audits, inquires, and tax notices
-Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
-Lead department in knowledge of software, processes, and workflows
What You Need for this Position - 8-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience is needed
- Experience in partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staff
What's In It for You We offer competitive compensation and world class benefits and perks. Please inquire for more information!
Benefits - Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
Tax Directors and Sr. Tax Managers specialized in the HNW and Ultra HNW arenas are encouraged to apply ASAP and / or you can send your resume to me directly at:
Benefits Health, Life, Dental, 401K match, 4 WKS PTO, Summer Fridays, Paid Training / Certifications
Applicants must be authorized to work in the U.S.
Preferred Skills Tax Accounting
Tax Manager
Senior Tax Manager
Tax Supervisor
CPA
Certified Public Accountant
