Attorney in Raleigh, NC

In-House

Raleigh, NC

Attorney in Raleigh, NC

Non-practicing Attorney

Min 7 yrs required

No

Job Title: Senior Tax Manager - High Net Worth/FWS

Job Responsibilities:
The Senior Tax Manager at the company is tasked with overseeing complex gifting and estate planning, primarily for high-net-worth individuals, family partnerships, and trust tax returns. Key responsibilities include:

- Providing tax, gift, and estate planning and compliance services for individuals and related trusts.
- Continuously expanding knowledge in individual, gift, trust, and estate tax planning and consulting, along with overall professional development.
- Developing and sustaining excellent client relationships to become a trusted advisor.
- Identifying issues and recommending creative solutions to complex client issues.
- Managing client engagements to meet optimum service expectations.
- Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business.
- Holding oneself and others accountable for business development goals.
- Recruiting, developing, and motivating team members.
- Creating a collaborative environment where team members can seek input and ideas.
- Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies.
- Setting and achieving stretch goals periodically to increase value and contribution to the organization.

Education and Experience Information:
The position requires the following educational and experience qualifications:

- Bachelor’s degree in Accounting, Finance, or Law; a Master’s degree in Tax/LLM in Tax is preferred.
- A minimum of 7 years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates, including managing multiple projects and customer engagements.
- CPA certification is required.
- Demonstrated leadership and project/team management skills.
- Excellent communication and networking skills.
- Ability to manage and grow strong customer relationships.
- Experience with tax software and technology.

Salary Information:
The text does not provide specific salary information for the Senior Tax Manager position.

Additional Information:
The company emphasizes a workplace culture that supports employees' growth and well-being across all life facets. Benefits include generous time off, flexible work schedules, parental and caregiver leave, health and wellness benefits, professional coaching, leadership and career development programs, and access to unique personal and professional development experiences through their Beyond program.

Legal Notices:
Recruiters and agencies are notified that unsolicited resumes or candidate submissions without prior written approval are not accepted. Resumes or candidates referred to any company employee by external recruiters or agencies, without a properly executed written contract, become the property of the company, with no associated fees owed.

ADA Requirements:
The job has specific physical and cognitive/mental requirements. Physical requirements include remaining stationary, using hands for standard office equipment, and having specific vision abilities. Cognitive/mental requirements involve using communication skills, interpreting data and situations, working under deadlines with interruptions, and interacting with customers and others during work. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.