Senior Tax Manager

Company Overview:

A leading wealth management firm, providing comprehensive financial solutions to high-net-worth individuals, families, and businesses is seeking an experienced Senior Tax Manager to join the team.

With a commitment to excellence and a client-centric approach, they strive to deliver the highest level of service and expertise in the industry.

Role Overview:

The Senior Tax Manager will play a crucial role in the firm's tax services department, responsible for overseeing and managing all aspects of tax planning, compliance, and advisory services for esteemed clientele. As a seasoned tax professional, you will collaborate closely with wealth management advisors, providing insightful tax strategies to optimize clients' financial positions and meet their unique wealth preservation and growth goals.

Responsibilities:

- Client Relationship Management

- Tax Planning and Strategy:

• Develop comprehensive tax planning strategies to minimize tax liabilities and maximize tax benefits for clients.
• Stay updated with changes in tax laws and regulations, proactively advising clients on tax-saving opportunities and potential risks.

- Tax Compliance:

• Oversee the preparation and review of complex individual, trust, and business tax returns to ensure accuracy and adherence to tax laws.
• Ensure timely filing of all required tax returns and assist clients in meeting tax deadlines.

- Team Leadership:

• Supervise and mentor a team of tax professionals, fostering a collaborative and growth-oriented work environment.
• Conduct training sessions to enhance the team's technical skills and knowledge of tax laws and regulations.

- Client Advisory Services:

• Provide expert guidance on complex tax matters, estate planning, charitable giving, and other financial decisions to clients.
• Analyze and present tax implications for various financial transactions and investment strategies.

- Tax Audits and Resolution:

• Represent clients during tax audits, working with tax authorities to resolve any issues or disputes effectively.
• Offer guidance and support to clients in managing tax-related controversies or inquiries.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. Master's degree a plus.
• CPA license required.
• Proven experience of at least 8-10 years in tax planning, compliance, and advisory services within a wealth management or CPA firm.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent leadership and team management skills, with a track record of mentoring and developing tax professionals.
• Outstanding communication skills to interact with clients and articulate tax strategies clearly.
• Demonstrated ability to build and maintain strong client relationships.
• Adept at using tax software and financial tools to streamline tax processes.

Become an integral part of a dynamic team committed to excellence in wealth management and tax advisory services.

Excellent benefits, Generous PTO, and flexible schedule hybrid schedule!

Company Overview:

A leading wealth management firm, providing comprehensive financial solutions to high-net-worth individuals, families, and businesses is seeking an experienced Senior Tax Manager to join the team.

With a commitment to excellence and a client-centric approach, they strive to deliver the highest level of service and expertise in the industry.

Role Overview:

The Senior Tax Manager will play a crucial role in the firm's tax services department, responsible for overseeing and managing all aspects of tax planning, compliance, and advisory services for esteemed clientele. As a seasoned tax professional, you will collaborate closely with wealth management advisors, providing insightful tax strategies to optimize clients' financial positions and meet their unique wealth preservation and growth goals.

Responsibilities:

- Client Relationship Management

- Tax Planning and Strategy:

• Develop comprehensive tax planning strategies to minimize tax liabilities and maximize tax benefits for clients.
• Stay updated with changes in tax laws and regulations, proactively advising clients on tax-saving opportunities and potential risks.

- Tax Compliance:

• Oversee the preparation and review of complex individual, trust, and business tax returns to ensure accuracy and adherence to tax laws.
• Ensure timely filing of all required tax returns and assist clients in meeting tax deadlines.

- Team Leadership:

• Supervise and mentor a team of tax professionals, fostering a collaborative and growth-oriented work environment.
• Conduct training sessions to enhance the team's technical skills and knowledge of tax laws and regulations.

- Client Advisory Services:

• Provide expert guidance on complex tax matters, estate planning, charitable giving, and other financial decisions to clients.
• Analyze and present tax implications for various financial transactions and investment strategies.

- Tax Audits and Resolution:

• Represent clients during tax audits, working with tax authorities to resolve any issues or disputes effectively.
• Offer guidance and support to clients in managing tax-related controversies or inquiries.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. Master's degree a plus.
• CPA license required.
• Proven experience of at least 8-10 years in tax planning, compliance, and advisory services within a wealth management or CPA firm.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent leadership and team management skills, with a track record of mentoring and developing tax professionals.
• Outstanding communication skills to interact with clients and articulate tax strategies clearly.
• Demonstrated ability to build and maintain strong client relationships.
• Adept at using tax software and financial tools to streamline tax processes.

Become an integral part of a dynamic team committed to excellence in wealth management and tax advisory services.

Excellent benefits, Generous PTO, and flexible schedule hybrid schedule!