Job Description

Job Description

Job Description

Tax Manager/Senior

Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

• Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
• Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
• Lead business and personal income tax compliance, strategy and planning for clients.
• Partner with the firm's wealth management team to develop and suggest wealth management strategies.
• Lead and develop junior team members.
• Lead communications with both clients, and federal (IRS), state and local tax officials.
• Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

• The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
• A cohesive, supportive team culture
• Tremendous career/professional growth potential, essentially unlimited earning potential
• An entrepreneurial environment with true partnership potential

What's required:

4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.

A CPA is required, CFP or in process preferred

Strong presentation and communication skills

A desire to develop new relationships and help grow the firm

An interest in wealth management and financial planning

Job Tags

Similar Jobs