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