3 дня назад
Tax Senior Manager High Net Worth
135 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Senior Manager High Net Worth (Tax Compliance and Wealth Management): Managing tax compliance, wealth management, and advisory engagements for high-net-worth individuals and families with an accent on fiduciary, estate, and wealth-transfer planning. Focus on reviewing complex individual and entity tax returns, identifying tax-saving opportunities, meeting statutory deadlines, and supervising engagement staff.
Location: United States; principally in-person with flexibility for some required hours to be performed remotely. Client travel throughout the region and occasional overnight travel may be required.
Salary: $135,000–$225,000 annually across offices in CO, IL, OH, and MA.
Company
is a large audit, tax, consulting, and wealth management firm with a focus on inclusive collaboration and professional development.
What you will do
- Manage client and advisory teams supporting wealth management goals for high-net-worth clients and families.
- Plan engagements, schedules, projections, billing, client communications, and delivery deadlines.
- Review and sign federal, foreign, state, and local tax returns for individuals, trusts, and business entities.
- Identify tax-saving opportunities and exposures, calculate estimated payments and extensions, respond to tax notices, and draft client memorandums.
- Participate in estate planning and wealth-transfer projects.
- Supervise and train staff and interns assigned to engagements.
Requirements
- Bachelor’s degree in accounting or finance.
- CPA or Bar License required.
- 10+ years of recent tax compliance experience; public accounting experience is preferred.
- Experience with high-net-worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations.
- Sophisticated knowledge of fiduciary and estate tax planning and compliance, plus demonstrated leadership skills.
- Must be legally authorized to work in the United States without sponsorship.
Nice to have
- Routine accounting assistance experience.
- Bilingual Japanese and English or Chinese and English may qualify for an exception to the sponsorship restriction.
Culture & Benefits
- Flexible scheduling around peak periods, with potential reduced working-hour arrangements.
- Workplace for Your Day model balancing in-person collaboration with team-agreed flexibility.
- Health, dental, vision, disability, and life insurance for eligible staff.
- Flexible Time Off, holidays, 401(k), flexible benefits plans, and discretionary bonuses for eligible staff.
- Reimbursement for business-related travel, lodging, and meals.
Hiring process
- Submit a resume through the applicant tracking system.
- Only candidates selected for interviews will be contacted.
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