Job Title: Tax Manager / Sr Tax Manager (HNW Focus)

Remote: Yes - already have remote employees & systems in place to fully support

Role Summary: Assisting HNW clientele with tax compliance & planning needs

Compensation: Up to 200k base + bonus + full benefits

We currently have multiple privately owned & mid sized CPA firms & wealth management firm that are expanding their HNW departments and looking for well experience tax professionals to join.

These firms range from 100 - 500+ employees, well established businesses & growing due to market expansion.

Role Responsibilities

• Responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others.
• Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plan.
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.

Qualifications

• 5+ years of experience performing research and providing quality technical advice.
• Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.
• Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.

If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/