Senior Tax Manager
Company Overview
We are a well-established and rapidly growing public accounting firm with several locations across the country. We have phenomenal benefits and offer excellent bonus packages and provide equity related incentives.
Position Overview
The Senior Tax Manager will play a critical role in overseeing tax planning and compliance for high net worth individuals (HNWIs) and families. This position involves managing complex tax matters, providing strategic tax advice, and ensuring compliance with federal and state tax regulations. The ideal candidate will have a strong background in tax management and experience working with various entity types, including S Corporations, LLCs, and partnerships.
Key Responsibilities
- Oversee tax compliance and reporting for high net worth clients, ensuring accuracy and timely submissions.
- Develop and implement tax strategies to minimize clients' tax liabilities and maximize their financial positions.
- Conduct thorough tax research and analysis to stay current with tax law changes and implications for clients.
- Manage the preparation and review of tax returns, including Form 1065 and Form 1130, for various entities.
- Collaborate with clients to understand their financial situation and provide personalized tax advice.
- Supervise and mentor junior tax staff, providing guidance on technical issues and career development.
- Assist in the development of new tax services and offerings for family office clients.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field; Master's degree preferred.
- CPA certification required.
- Minimum of 6 years of experience in tax management, with a focus on high net worth individuals.
- Strong knowledge of federal and state tax regulations, especially related to pass-through entities and flow-through taxation.
- Experience working with family offices and providing tax services to high net worth clients is a plus.
- Proficiency in tax software such as CCH and other relevant tools.
- Excellent analytical, communication, and interpersonal skills.
Benefits
- Competitive Annual Bonuses
- Equity starting at the Manager level vs. Partner - very competitive!
- Commission structure for new business
- Low Billable Hours
- Full Benefits (Medical, Dental, Vision) and Unlimited PTO
- 401k Match up to 3% and profit sharing plan
- Unique Benefits: Free meals during busy season, capped busy season hours, etc.
- Internal Growth Opportunities & continuous learning and development events
- Hybrid Remote flexibility & flexible schedules (equipment provided)
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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