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