Tax Manager

At our firm, we are driven by a shared mission: to offer wealth management solutions that stem from a deep understanding of each client's objectives, priorities, and values. We collaborate closely with our clients to address a spectrum of financial needs, which include combatting the erosive effects of inflation and taxation, optimizing their financial legacy for future generations, facilitating comprehensive, enduring financial planning, assisting with day-to-day financial matters, and providing guidance for philanthropic endeavors.

We approach these diverse needs with a comprehensive suite of integrated services. Our firm's wealth of expertise empowers us to craft solutions tailored to a wide array of individual challenges and circumstances.

In everything we do, our focus remains steadfast: to empower our clients to pursue their long-term goals with unwavering confidence.

Responsibilities:

Expert Tax Return Preparation: Prepare complex tax returns for high-net-worth individual clients, ensuring accuracy and compliance with tax regulations.
Quality Assurance: Review tax returns prepared by colleagues to maintain the highest standards of quality and accuracy.
Client Collaboration: Meet with clients and Trustees to present financial and tax planning strategies tailored to their unique financial situations.
Quarterly Tax Analysis: Analyze and process quarterly estimated tax payments for assigned individual accounts.
Legal Implications: Identify and collaborate with team members on taxable events that may have legal implications.
Strategic Initiatives: Work with the Tax Department Team to develop, implement, and oversee department-wide initiatives that enhance our tax services.
Tax Planning: Collaborate with Trustees and the Tax Department Team to identify tax planning opportunities for individuals and families.
Cross-Functional Collaboration: Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
Mentorship: Provide mentorship and guidance to junior Tax Advisors.
Technology Utilization: Utilize a variety of software applications related to tax research, planning, and preparation, including BNA and Profx.
Technology Enhancement: Work with members of the Tax Team, Business Analysts, and Application Developers to continually enhance technology and workflow processes.
Education, Experience & Qualifications:

Bachelor's or Master's Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
Minimum 7 years' experience in an individual tax return production environment.
Minimum 5 years' experience in direct individual client environment involving financial planning and analysis.
Current, high level of knowledge about individual and gift tax matters.
Experience with fiduciary and estate tax returns preferred.
Solid understanding of Investment Management concepts.
Skills:

Excellent analytical, interpersonal, communication, and presentation skills.
Ability to learn new concepts within a complex and demanding environment.
Perform well in a deadline-oriented environment.
Willingness and ability to "own" the process and take responsibility for meeting challenging deadlines, sometimes with little or no advance notice.
Strong work ethic and a commitment to precision.
Exceptional customer service skills.
A proactive "can do" attitude and a willingness to go the extra mile to meet client and company expectations.
Reporting:

The Senior Tax Advisor will report to the Head of Tax.