11 часов назад
Tax Manager - High Net Worth
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - High Net Worth (Tax Planning and Compliance): Managing tax planning, compliance, and client engagements for high-net-worth individuals and related trusts with an accent on complex tax issues, client advisory, and team leadership. Focus on developing creative solutions, supervising tax assignments, and growing trusted client and referral relationships.
Location: Charlotte, NC, United States; hybrid
Company
provides tax, assurance, and consulting services through a public accounting firm with offices in growing U.S. cities.
What you will do
- Provide tax planning and compliance services for high-net-worth individuals and related trusts.
- Manage client engagements, tax assignments, deadlines, and workflow to meet service expectations.
- Develop trusted-advisor relationships and identify creative solutions to complex client issues.
- Build business networks with referral partners, potential clients, and organizations to support business development.
- Recruit, train, develop, motivate, and supervise team members while reviewing their work.
- Promote collaboration, engagement, inclusion, accountability, and achievement of business development goals.
Requirements
- Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience.
- Master’s degree in Tax is preferred.
- 5+ years of recent accounting firm experience managing multiple tax projects and client engagements.
- Experience directing and scheduling staff and managing workflow.
- CPA certification.
- Multitasking, leadership, project management, communication, networking, client relationship, and tax technology skills.
Culture & Benefits
- Flexible work schedules and a collaborative, inclusive workplace.
- 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 the Beyond personal and professional development program.
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