Tax Manager - High Net Worth

• No relocation assistance provided
  
• CPA (Required)

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching completing and reviewing technical areas.
  
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
  
• Reviews tax procedures engagement workpapers and financial statements without supervision
  
• Addresses questions on advanced technical accounting matters from team members and upper level client management
  
• Advanced level tax preparation skills
  
• Oversees Seniors and Staff while coordinating the daytoday duties of planning tax work and wrapup
  
• Manages multiple assignments inside an engagement
  
• Communicates with Partner on work status and client issues that arise
  
• Conducts research consults with team members draws conclusions and prepares memos based on target issues
  
• Advanced knowledge of applicable accounting software (e.g. ProSystem Tax Engagement etc.)
  
• Top review of returns workpapers and issues
  
• Primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
  
• Supervises trains and mentors tax staff
  

Requirements

• Bachelors of Accounting is required
  
• 5 years of relevant work and industry experience within High Net Worth/Family Office taxation
  
• CPA (Required)
  
• Prior experience managing engagements and clients
  
• Ability to work independently but also work well with others
  
• Microsoft Office: 6 years (Required)
  
• Supervising experience: 6 years (Required)
  
• Accounting software: 6 years (Required)
  
• Software Experience CCH ProSystem Microsoft Office 365
  

Benefits

• 401(k)
  
• Dental insurance
  
• Flexible schedule
  
• Health insurance
  
• Paid time off
  
• Work from home