8 дней назад
Tax Manager or Director Individuals, Trusts & Estates
105 600 - 181 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager or Director Individuals, Trusts & Estates (Tax): Reviewing high-net-worth individual tax returns and leading tax planning and compliance engagements with an accent on trusts, individual taxation, and Wealth Advisory collaboration. Focus on managing engagement budgets and deadlines, communicating technical conclusions and recommendations, and advising complex individual and trust clients.
hirify.globalss="company-description">Company
is a national professional services firm providing wealth advisory, audit, tax, consulting, digital, and outsourcing services.
hirify.globalss="what-you-will-do">What you will do
- Review high-net-worth individual income tax returns.
- Collaborate with the Wealth Advisory practice on client engagements.
- Lead engagement progress by monitoring time, budgets, and deadlines.
- Communicate developments, facts, conclusions, and recommendations to engagement principals.
- Operate with autonomy in an entrepreneurial professional services environment.
hirify.globalss="requirements">Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- At least six years of public accounting or professional services experience.
- Experience serving high-net-worth clients, with emphasis on trusts and individual tax planning and compliance.
- CPA license certification required; a JD degree or Enrolled Agent certification may be accepted instead.
hirify.globalss="culture-benefits">Culture & Benefits
- Flexible paid time off.
- Up to 12 weeks of paid parental leave.
- Paid volunteer time off.
- Mental health coverage and fertility benefits.
- Quarterly wellness stipend, health coverage, dental and vision benefits, and 401(k).
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