Tax Senior Manager

Responsibilities

The Senior Tax Manager will serve as the founding tax professional, preparing and reviewing tax returns for high-net-worth clients while collaborating with financial advisers on tax strategy. Additionally, the role involves building the firm's tax practice from the ground up, including establishing workflows and managing client relationships.

Requirements

Candidates must hold a CPA license and possess at least 6 years of experience in public accounting, preferably within a boutique or mid-sized firm. A strong background in individual, trust, and business taxation is required, along with the ability to work independently in a remote environment.

Skills

• Tax preparation
• Tax planning
• Wealth management
• High-net-worth tax
• Trust returns
• Business tax
• Roth conversions
• Tax-loss harvesting
• Client relationship management
• Strategic tax advice
• Financial planning
• Process development
• Communication skills
• Leadership

Benefits

• Bonus structure
• Profit sharing
• Equity participation