14 часов назад
Tax Manager - High Net Worth/FWS (Tax)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - High Net Worth/FWS (Tax): Overseeing tax preparation, technical reviews, compliance, and consulting for high-net-worth individuals, family partnerships, and trusts with an accent on gift and estate planning, complex tax matters, and client engagement management. Focus on reviewing tax work, coordinating multiple engagements, developing client relationships, and leading and growing tax teams.
Location: US TX Remote; hybrid designation also indicated.
Company
provides tax, assurance, and consulting services through a collaborative professional-services environment.
What you will do
- Oversee tax preparation, technical reviews, and compliance for high-net-worth individuals, family limited partnerships, trusts, and estates.
- Provide gift and estate planning, quarterly and year-end consulting, tax research, and advice on complex tax matters.
- Manage assignments and engagements, including progress communication, billing, collections, and overall economic performance.
- Build and maintain strong customer, referral, and professional relationships.
- Recruit, supervise, develop, motivate, and review tax team members.
- Promote collaboration, inclusion, accountability, and continuous professional development.
Requirements
- Bachelor’s degree in Accounting, Finance, or Law; a Master’s degree in Tax or an LLM in Tax is preferred.
- At least 5 years of recent public accounting experience with individuals, partnerships, trusts, and estates.
- EA license or CPA certification required.
- Project and team management skills, including the ability to manage multiple engagements.
- Excellent communication, networking, customer relationship, multitasking, and continuous-learning skills.
- Experience with tax software and technology.
Culture & Benefits
- Remote and flexible work arrangements.
- Generous paid time off and firm holidays, including the week between Christmas and New Year’s.
- Paid maternity, adoption, parental, and caregiver leave once eligible.
- Health and wellness benefits, wellness coaching, and mental health counseling.
- Professional coaching and leadership and career development programs.
- Access to Beyond, a personal and professional development program.
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