4 дня назад
Tax Manager/Director (High-Net-Worth Private Client)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager/Director (High-Net-Worth Private Client): Leading tax engagements and advising high-net-worth clients on income, gift, and estate tax planning with an accent on complex individual, trust, gift, and pass-through entity taxation. Focus on supervising engagements, developing team members, and solving complex tax planning and reporting requirements.
hirify.globalss="company-description">Company
is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.
hirify.globalss="what-you-will-do">What you will do
- Collaborate with a team serving high-net-worth private clients.
- Advise clients on income, gift, and estate tax planning.
- Lead, supervise, and review tax engagements for individuals, trusts, gift reporting, and pass-through entities.
- Develop and train team members.
- Build opportunities for clients, communities, and colleagues.
- Participate in local industry events and professional training.
hirify.globalss="requirements">Requirements
- Six years of relevant experience.
- Bachelor's degree required; accounting, finance, or a related field preferred.
- CPA certification required; EA or JD may be accepted instead.
- Experience in professional accounting, finance, or a related field preferred.
- Experience with high-net-worth individuals, trusts, pass-through entities, and gift reporting preferred.
hirify.globalss="culture-benefits">Culture & Benefits
- Inclusive culture that welcomes different beliefs and perspectives.
- Health, dental, and vision benefits.
- 401(k) and broader wellness-focused benefits.
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