Tax Manager - Ultra High Net Worth

Tax Manager - Ultra High Net Worth

Location: Blue Bell, PA

Overview

A large national audit, tax and consulting firm serving the middle market is seeking a Tax Manager in Blue Bell, Pennsylvania to serve ultra-high-net-worth multi-generational families, post-liquidity families and corporate executives who require complex estate and income tax planning and compliance. Most roles follow a hybrid workstyle.

Responsibilities

• Advise ultra-high-net-worth clients on wealth transfer, charitable and retirement planning and tax compliance
• Manage the engagement team focused on individual, fiduciary, gift, generation-skipping and estate taxation, including planning and execution of engagements
• Collaborate with state and local and international tax specialists
• Provide leadership, training and mentorship to staff and supervisors
• Work with senior leadership on growth opportunities with existing clients and prospects
• Develop strong relationships with clients and other professional advisors

Qualifications

• Bachelor's degree in accounting or business-related field
• Active CPA, Enrolled Agent or attorney license (or approved alternative certification)
• 5+ years of public accounting experience with an emphasis on taxation, including recent engagement management
• Proficiency in individual, fiduciary and investment partnership taxation and/or estate, gift and generation-skipping transfer taxation
• Familiarity with multi-state taxation
• LL.M. in Taxation and/or Master's in Taxation preferred

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.