Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
Review very complex individual tax returns.
Manage and develop income tax and financial planning clients
Work closely with tax partners and other tax staff on client management, practice development, and business development activities
Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively
Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client
Supervise and help drive the success of multiple engagements in partnership and individual taxation
Preparing year-end projections
Researching various Tax issues
Mentoring Associates and guiding them on Tax issues
Maintaining presentation skills (oral and written)

5+ years of public accounting experience
2-4+ years of supervisory or management experience
Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
Ability to prepare working trial balance and year-end adjusting entries
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA certification is required
Strong technical skills pertaining to tax preparation and review, tax compliance, and tax research
Excellent skills analytical, organizational, and written and verbal communication skills
Demonstrated ability to utilize Excel, Word, and CCH Axcess
Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

Tax Manager

Key skills