Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Lead client tax engagements from start to finish, providing tax consulting and compliance services to high-net-worth individuals and family groups.
Requirements
- A minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
- Experience providing tax consulting and compliance services to high-net-worth individuals and family groups including personal, estate/gift & trust tax returns
- CPA certification
- Excellent research skills and strong written and verbal communications and people skills
- Excellent technology, project management and presentation skills
- Advanced degree in taxation preferred
Benefits
- PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
- Paid parental leave and paid bereavement leave
- Annual bonus through profit-sharing plan
- 401(k) plan including profit-sharing contribution
- Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
- Employee assistance program
- Continuing professional education
- Hybrid, flexible scheduling
