Tax Manager - HNW / Estate / Trust

We are a premier accounting and business advisory firm with multiple location and a healthy work-life balance.

Growth opportunities
Flexible hours / Hybrid schedule
Strong support from leadership

Requirements:

• Review and manage tax returns, extensions, tax planning calculations with a focus on HNW Individuals & Families
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability
• Manage and monitor client deliverables and due dates
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
• Conduct complex tax research and prepare memorandum outlining findings and conclusions
• Respond to IRS and state agency audits, inquires, and tax notices
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
• Lead department in knowledge of software, processes, and workflows
• CPA preferred, not required. EA at minimum