Tax Manager


Tax Manager

Job Description for Associate Financial Advisor

We are seeking a talented tax professional to join the firm’s tax practice. As a Tax Manager, you will be expected to provide comprehensive tax planning and compliance services to high net worth individuals, families and their businesses.

Your Responsibilities – What you will be doing in this role

  • Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships
  • Manage existing and build new client relationships
  • Prepare internal memos, written tax guidance and IRS correspondence
  • Provide tax planning guidance to internal wealth management team members and external clients
  • Manage workflow, budgets and billings
  • Evaluate and develop processes and procedures to improve tax department efficiency

Your Qualities

Your Experience – What you have been doing

  • Minimum 5 years of public accounting experience with an extensive background in taxation
  • CPA or JD required; Master’s in taxation preferred
  • Ability to manage multiple client engagement and projects
  • Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect)
  • Excellent written and verbal communication skills
  • Strong research and analytical skills
  • Willingness and desire to be part of a team

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