Job Details

High Net Worth Tax Manager

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 2 yrs required

Location

Milwaukee, WI

Date Last Verified

Aug 14,2017

Posted on

Jun 27,2017
Practice Area
Tax >> Tax - General
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High Net Worth Tax Manager The candidate will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas. Consult, work with, and service clients to make recommendations on business succession planning and serve as a business advisor to client. Pursue new business development. Maintain primary and active relationships with key business contacts, key clients and referral sources. Identify additional areas of service to offer current clients. Convert opportunities for additional service and new business into engagements for the firm. Oversee project management, billing and collections for client work. Manage and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisals process. Demonstrate excellent team skills, positive attitude and high ethical standards. Comply with continuing education requirements; participate in professional organizations, independent study, etc. A Bachelor’s Degree in Business Administration or related field required. CPA or J.D. required, Master's Degree in Tax preferred. Must have 5+ years of relevant progressive tax consulting and compliance experience, in public accounting or consulting, including 2 years of supervisory responsibilities. Should have experience in financial modeling and analysis. Must have ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Additional info

Job ID : 9823

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