HNW Tax Manager managing tax compliance and advisory services for high-net-worth individuals and families. Leading a team in a public accounting firm with a focus on complex tax matters.
Responsibilities
Lead and manage tax compliance engagements in accordance with firm and professional standards.
Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.
Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities.
Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.
Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.
Plan and schedule tax engagements with clients and firm resources.
Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.
Share and transfer knowledge with team members.
Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.
Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.
Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates.
Write and publish articles with the research and assistance of Associates and Senior Associates.
Requirements
CPA required.
Bachelor’s degree in accounting.
Minimum of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters to others.
Ability to work effectively in a demanding, fast-paced and complex environment.
Senior Tax Analyst collaborating in the tax department to manage company tax liabilities. Performing various tax compliance and analysis tasks in a leading global appliance company.
Tax Manager overseeing VAT compliance and international taxation at Vestiaire Collective. Leading process innovation and collaborating with finance and legal teams in the second - hand marketplace industry.
Tax Manager at Baker Tilly's New York office providing advisory services to private wealth clients. Leading engagements and mentoring team members to enhance their professional skills.
Tax Specialist supporting the US Tax Team at a vacation rental company. Must be fluent in English and proficient with Excel, working in a hybrid environment in Chile.
Tax Technology Automation Specialist supporting Aprio's digital transformation in tax practice. Collaborating across teams to drive efficiency and deliver automation solutions.
(Senior) Tax Associate responsible for tax compliance at Vantoya, an innovative tax consultancy. Collaborating with clients to manage financial accounting and reporting tasks in a dynamic environment.
Tax Manager at CMA CGM managing accounting and tax matters in shipping and logistics sectors. Overseeing financial compliance, budgeting, and auditing processes.
Tax Analyst preparing domestic portions of corporate tax returns and assisting federal tax accounting for A.C.Coy in Pittsburgh. Requires relevant education and 2+ years of tax experience.
Tax Manager managing taxation for corporations in Malta at Apeiron Investment Group. Driving tax efficiencies for investment transactions in a multifaceted financial organization.
Partnership Tax Manager providing tax consulting services for partnership clients with resources to excel. Collaborating with the Partnership Tax team for tax savings opportunities.