Tax Manager / Sr. Manager – High Net Worth (cpa firm) - Hybrid

This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.

• Oversee tax engagements from planning to delivery, ensuring tasks and projects meet deadlines and client expectations
• Prepare, review, and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, multi-state, etc.)
• Prepare and review complex tax planning projections for individuals and entities
• Prepare and review complex U.S. and multi-state/international income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-Corporations, and Partnerships
• Conduct complex tax research and prepare memorandum outlining findings and conclusions
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
• Assist with business development efforts, including but not limited to, meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating clients’ needs
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