Tax Senior Manager - High Net Worth
Tax Senior Manager - High Net Worth
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Salary Not Disclosed
1 Vacancy
Job Description
Tax Senior Manager High Net Worth
Due to recent growth in our Family Executive & Entrepreneur Advisory Services (FEAS) group Keiter is seeking a dynamic and client serviceorientedindividual to join ourpractice as a Tax Senior Managerspecializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.
Our Mission:
To provide quality service to our clients
To provide fulfilling careers to our staff
To share our time and resources to give back to the community
Primary Responsibilities and Knowledge:
Serve as liaison among senior managers partners clients and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area
Possess strong technical skills in accounting and tax preparation (inidividual taxation multistate taxation trust and/or estate)
Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
Serve as the main point of contact for multiple clients and directlyhandle taxrelated communication with clients attorneys brokers or other third parties
Participate in the development of staff through oneonone teachable moments and offering feedback on a regular basis; also seek feedback from others
Actively participate in the generation of additional business by developing relationships with key service providers seeking out new clients and followingthrough with leads
Contribute to and fostera positive work environment
Job Requirements:
Hold active CPA license;CFP is a plus
At least fiveyears of experience in public accounting tax consulting or other related experience
Ability to develop relationships with current and potential clients
Required Experience:
Senior Manager
Employment Type
Full-Time
