Hybrid Tax Manager (Wealth Management)

We are representing a Small CPA Firm that focuses on high net worth individuals. They are growing exponentially and seeking a Tax Manager to manage their existing clients. The Firm has been servicing their distinguished clients for over 25 years.

They offer a great work life balance and excellent benefits, bonus, and compensation.

Apply today to learn more details!

Responsibilities:

• Review of complex Federal and state income tax returns for individuals, corporations, partnerships, fiduciaries and exempt organizations
• Review quarterly tax estimates and projections
• Engage regularly with colleagues and clients and maintain strong relationships with excellent verbal and written communication skills
• Identify and communicate tax planning ideas for clients, including tax research, computations and related documentation
• Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS, state, and other tax authorities
• Supervise and mentor staff and be open and willing to assist with questions or tax issues

Qualifications:

• Minimum three years of progressive tax experience, including compliance, flow-through entities and high net worth individuals with a local, regional, or national public accounting firm
• Bachelor’s degree in Accounting, MT preferred
• CPA (preferred but not required)
• Strong technical skills in accounting, tax preparation, and research
• Lacerte and paperless office experience a plus