Tax Manager - CPA, Tax Manager, High Net Worth

Tax Manager

Position Overview

We are seeking a knowledgeable and experienced Tax Manager to oversee our tax compliance and planning efforts. The ideal candidate will have a strong background in managing tax affairs for high-net-worth individuals, partnerships, and real estate investments, as well as proficiency in handling estate, trust, and non-profit tax issues.

Key Responsibilities

Manage the preparation and filing of federal and state tax returns for high-net-worth individuals, partnerships, and non-profit organizations.

Provide tax planning and advisory services to clients, ensuring compliance with current tax laws and regulations.

Conduct thorough tax research to identify opportunities for tax savings and risk mitigation for clients.

Review and supervise the work of junior tax staff, providing guidance and mentorship as needed.

Coordinate with other departments to gather necessary financial data for accurate tax reporting and compliance.

Assist in the development of tax strategies for clients involved in real estate and estate planning activities.

Communicate effectively with clients to explain complex tax issues and provide recommendations.Qualifications

Certified Public Accountant (CPA) designation is required.

Minimum of 5 years of experience in tax compliance and advisory roles, preferably with a focus on high-net-worth individuals and partnerships.

Strong knowledge of tax laws and regulations pertaining to real estate, estates, trusts, and non-profit organizations.

Excellent analytical and problem-solving skills with attention to detail.

Proficient in tax software and Microsoft Office suite, particularly Excel.

Strong communication and interpersonal skills, with the ability to build relationships with clients and team members.