Tax Manager ( High Net Worth)

Established in the 1990's and has grown to a top Wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets .

Offering objective advice and analysis services in the areas of investment, estate, tax, cash management, and overall life planning. The company provides private client, family wealth management, shared family office, and tax planning and compliance services

Accelerated growth and advancement track
Work like balance and flexibility is offered throughout the year ( even during busy season) ( 45-55-hour weeks during busy season)
Summer Fridays off!!
Flex-Scheduling -Fully remote option
Fully Paid BenefitsHealth/Dental/Vision, 401K, Life, disability, profit sharing, tuition reimbursement,, development recognition program
Parental leave
Reproduction Benefits
Unlimited paid Volunteer time off
Potential to own equity or stock options

Lead tax client service team for compliance and tax planning for some of the firm’s clients
Final review and sign off of tax returns (federal & state returns for individuals, corporations, partnerships, trusts and estates)
Oversee tax projections and tax audits for clients
Support the advisory team in tax planning related functions
Assist clients by phone support and attend client meetings
Conduct technical research as needed
YOUR EXPERIENCE:
Bachelor’s degree in Accounting and CPA required; Masters in Taxation or JD preferred
4+ years of complicated individual income tax return compliance required; estate, gift, trust and partnership experience also required
Working knowledge of data collection, data analysis and evaluation