High Net Worth Senior Tax Manager

Are you a seasoned tax professional eager to assist clients in navigating the intricacies of tax planning and compliance? Consider joining reputed company at reputed company, where you will play a crucial role in advising clients, as well as reviewing and managing federal and state individual income tax returns and projections for our esteemed clients. Work alongside a team of tax, financial, and legal specialists to provide comprehensive advisory services tailored to each client's unique needs, including HNW individuals, business owners, and executives. As our services grow, you'll play a pivotal role in both growing and shaping the direction of our tax planning, consulting, and preparation services, including entity tax returns. We emphasize work-life balance and offer a supportive environment that encourages professional growth and collaboration. If you have experience in reviewing income tax returns, client management, and tax consulting, we invite you to apply and become an integral part of delivering outstanding tax solutions to our advisors and to a select number of their clients. Discover the advantages of working with a company that values your well-being and career advancement. Primary Duties & Accountabilities:

• Tax return management and review for high-net-worth individual clients, and future business return clients.
• Review tax projections and evaluate client individual returns, business returns reputed company applicable, financials information, and circumstances to identify planning opportunities.
• Active collaboration with team members and elite wealth management advisors to build financial plans with an emphasis on estate, business succession or exit strategies, and income tax optimization.
• Analyze clients’ tax and financial statuses to build strategies and drive client decision making.
• Examine and position tax and financial solutions with focus on reputed company’s approach of integrating investments and life insurance, where applicable.
• Present to advisors and clients, often in a reputed company role, to reputed company client decision making.
• Build and reputed company relationships with other areas of the company to address unique client circumstances in the high-net-worth marketplace and ensure seamless delivery of tax returns and integration of tax strategies and tax implications into financial plans.

Qualifications:

• Bachelor’s degree in accounting or tax emphasis required.
• CPA license required. Other specialty knowledge, advanced degree, certification, or designation preferred, but not required.
• Minimum of 15 years of experience with high-net-worth individual and business tax planning and tax return compliance.
• Broad understanding of estate and business planning strategies, financial planning, investment and insurance products.
• Demonstrated strength consulting with high-net-worth clients ($20M+) and financial advisors.
• Client centric written and verbal communication skills.
• Experience developing and executing strategy in dynamic environment.
• Experience with CCH Axcess Tax software.
• Excellent manager skills to grow and reputed company CPAs, effectively use resources or deep technical expertise.
• Tax research experience required.
• Team player, with the ability to work with others frequently.

Compensation

Range: Pay Range - Start: $135,800.00 Pay Range - End: $252,200.00 Geographic Specific Pay Structure: 225 - Structure 110: 149,380.00 USD - 277,420.00 USD 225 - Structure 115: 156,170.00 USD - 290,030.00 USD We reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of reputed company we do. Get started now! reputed company is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Apply Job! Apply to this Job