Senior Manager/Director, Tax - High Net Worth

Description

• Manage, train and develop staff. Participate in the performance review process
• Review Federal and Multi-State Partnership tax returns
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
• Research and consult on technical matters and special projects
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services

Requirements

• Experience making recommendations to management
• Prior public accounting experience desired
• Subject matter leader in similar accounting and/or tax services
• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• High Net Worth tax experience required
• Requires prior accounting and/or tax experience
• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• Requires at 10+ years of job related experience
• Management and/or mentoring experience with other staff members
• CPA certification required in the respective state in which they are practicing

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance