Job Title: Tax Manager - Private Wealth
Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a variety of tasks aimed at delivering comprehensive tax services to high-net-worth individuals and entities. Key responsibilities include:
- Conducting high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Leading client meetings on compliance and consulting projects, focusing on tax planning opportunities and the tax implications of transactions for clients.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles, handling billing, and conducting profitability analysis on engagements.
- Involvement in building marketplace eminence and pursuing new opportunities.
Education and Experience Information:
The position requires the following qualifications:
- At least 5 years of public accounting experience, with a minimum of 3 years in investment management.
- One of the following accreditations:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- Licensed attorney.
- Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also accepted.
- A Bachelor's degree in accounting, finance, or another business-related field.
- Experience in reviewing partnership and/or trust documents.
- Experience in managing projects, including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.
Preferred qualifications include:
- An advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.
Salary Information:
The wage range for this role is influenced by various factors including skill sets, experience, training, licensure, certifications, and the business and organizational needs of the company. The estimated salary range is $93,660 to $213,200. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, with awards based on individual and organizational performance.
The company offers a range of benefits and emphasizes professional development opportunities, encouraging employees to build new skills and take on leadership roles. The company is committed to creating an inclusive culture that empowers employees to contribute their unique perspectives.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law. The company also complies with applicable state and local fair chance hiring laws.
