Senior Tax Manager

Our team has learned from experience that the corporate wealth model dominating the industry leaves much to be desired. Too often, clients in need of committed partners find that they are little more than account numbers within a corporate bureaucracy.

We knew there was a better way. So we created Financial Solutions. Our firm was built on intellectual capital, hard work and an abiding belief that world-class holistic wealth management and personalized service would help us grow into a leading wealth management practice.

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!

Job Details:

We are seeking a highly experienced and motivated Permanent Senior Tax Manager to join our dynamic finance team. This position offers an exceptional opportunity to work in a fast-paced, high-growth environment that values innovation and strategic thinking. The Senior Tax Manager will play a pivotal role in managing tax compliance, planning, and accounting for our diverse clientele. This role requires an individual with a strong background in tax law, financial management, and financial reporting. The ideal candidate will have a Certified Public Accountant (CPA) designation, experience with High Net Worth Individuals (HNWI), a focus on wealth management, and a comprehensive understanding of trusts and estates, partnerships, tax accounting, and financial analysis.

Responsibilities:

• Oversee and manage all tax planning and compliance matters, ensuring adherence to tax laws and regulations.
• Provide tax advisory services to HNWIs, focusing on wealth management, trusts, and estates.
• Conduct detailed financial analysis to identify tax savings opportunities and provide strategic tax planning advice.
• Develop and implement effective tax strategies to minimize tax liabilities and ensure tax efficiency.
• Review and manage tax accounting processes, ensuring accurate financial reporting.
• Collaborate with the finance team to prepare and review financial statements and reports.
• Build and maintain strong relationships with clients, providing exceptional customer service and expert tax advice.
• Stay abreast of changes in tax law and regulations, ensuring the company and clients are fully informed and compliant.
• Lead, mentor, and develop junior team members, fostering a high-performing and collaborative team environment.

Qualifications:

• Certified Public Accountant (CPA) designation is required.
• Minimum of 2+ years of experience in a similar role within the finance industry.
• Extensive knowledge of tax law, tax planning, and tax compliance.
• Proven experience in wealth management, trusts and estates, and partnerships.
• Strong financial management and financial reporting skills.
• Exceptional financial analysis abilities.
• Demonstrated leadership skills with the ability to lead and mentor a team.
• Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
• Highly organized and detail-oriented, with the ability to manage multiple tasks and meet deadlines.
• Strong problem-solving skills, with the ability to think strategically and make informed decisions.
• Proficiency in tax software and other financial management tools.
• Continual learner, staying updated with changes in tax laws and financial regulations.