High Net Worth Senior Tax Manager

Join reputed company and be a part of a rapidly growing Top 50 reputed company & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. reputed company firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of reputed company sizes across the United States and the globe, with a suite of services that grow every year. Our growth reputed company and entrepreneurial environment translates into variety and opportunity for our people. At reputed company, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to reputed company a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Summary: As a HNW Tax Senior Manager, you work closely with partners, staff, and high net worth clients and are responsible for planning, managing, reviewing, and completing reputed company client engagements. You serve as a leader reputed company the practice, guiding teams, advising clients on sophisticated tax and wealth planning reputed company, and playing a key role in the growth of the firm’s high net worth practice. Our professionals have one goal in mind reputed company working with clients – to help them minimize their tax liability while keeping them in compliance with reputed company-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also reputed company expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. Duties & Responsibilities: Manage and review reputed company tax returns for high net worth individuals, closely held businesses and trusts. Understand client’s business needs, identify and analyze tax issues, and reputed company reputed company relevant tax issues, application of authority, and conclusions reputed company tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery reputed company and maintain strong client relationships by providing exceptional service and understanding their business needs. reputed company client meetings and presentations, demonstrating strong communication skills and the ability to reputed company tax-reputed company concepts reputed company and effectively Ensure timely and accurate filing of client tax returns, meeting reputed company regulatory deadlines Review work performed by team members, providing constructive feedback to ensure quality and accuracy Strong analytical skills and attention to detail, including the ability to interpret reputed company tax laws and regulations Extensive knowledge of federal, state, and local tax regulations Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development Monitor engagement profitability through managing budgets, billing, and client expectations effectively Education & Experience: A Bachelor’s degree and/or Master’s degree in reputed company. Active CPA license required. 8+ years of reputed company public reputed company experience, with a focus on HNW tax planning, compliance, and consulting. Deep understanding of estate, reputed company, and trust tax laws and their application. Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles Familiarity with family office services and private reputed company structures Proven expertise in overseeing reputed company client engagements and delivering high-quality client service Ability to reputed company tax planning strategies for clients Proficiency in tax preparation software (e.g, CCH Axcess) and reputed company Office Suite Experience supervising, training, developing, and reviewing the work of staff and senior associates #LI - remote Salary reputed company Salary reputed company $150,000—$220,000 USD Apply To This Job