Lead the charge as a Tax Manager in the Private Tax space. Deliver expert guidance on estate planning, asset protection, and coordination with tax authorities for high-net-worth clients.
You will be instrumental in shaping tax strategies tailored to individual needs in this hands-on role. Collaborate with clients, legal counsel, and your team to provide comprehensive tax planning and compliance solutions. Your role will also include critical oversight of tax return preparations and strategic advice based on current tax laws.
Key Responsibilities:
• Recommend tax strategies aligned with client goals
• Research tax compliance issues with diverse online resources
• Liaise with client legal teams for effective solutions
• Review personal, trust, and corporate tax returns
• Manage seasonal compliance for personal and trust taxes
Requirements:
• At least 5 years of relevant experience in tax
• Degree in accounting is necessary
• Must hold a CPA designation