Vice President, Tax Manager at Customers Bank managing corporate tax reporting and compliance. Overseeing tax - related disclosures and ensuring timely filings as well as strategic tax planning.
About the role
- Tax Manager providing compliance and advisory services for high-net-worth individuals at HCVT. Collaborating with clients to navigate complex tax issues and strategies while managing multiple client relationships.
Responsibilities
- Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
- Work closely with clients and their other advisors to advise on income tax issues and related tax planning
- Develop and maintain strong client relationships with client personnel and prospective clients
- Ability to identify and propose resolutions to complex income tax issues.
- Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
- Excellent research skills and ability to research complex tax issues
- Ensure quality of work product
- Oversee planning and scheduling of engagements
- Monitor work-flow
- Coach/mentor individual team members
- Provide formal and informal feedback
Requirements
- Trust, estate, gift tax specialty is required
- Has proven experience in leading and supervising a team
- Demonstrated advanced project management skills
- Strong technical aptitude and communication skills both written and verbal
- Ability to work independently
- Ability to multi-task, prioritize responsibilities, and take initiative on projects
- Has high attention to detail
- Has a positive attitude and a team player mentality with a can-do spirit
- Microsoft Office skills must all be strong
- Ability to utilize firm technology to enhance client service
- Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
- 5+ years of experience depending on relevant work experience.
- Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
- Licensed CPA and or a licensed attorney
Benefits
- Visit the Benefits section to learn more
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