Tax Supervisor (High Net Worth)

RESPONSIBILITIES:

• Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
• Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
• Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
• Develop and implement comprehensive tax strategies to optimize clients' financial positions.
• Supervise and mentor junior staff, providing technical guidance and fostering professional development.
• Collaborate with partners and senior management to develop and implement training programs for staff members.
• Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
• Conduct research on complex tax issues and provide innovative solutions to clients.

QUALIFICATIONS:

Education:

• Bachelors degree in accounting, finance, or related field.
• CPA certification preferred.

Experience:

• 4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Exceptional client relationship management abilities.
• Proficiency in tax software and Microsoft Office Suite.
• Strong leadership and team management skills.