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

Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
5+ years of relevant work experience
Licensed CPA
Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
Strong Microsoft Office skills and ability to utilize firm technology to enhance client service
Has proven experience in leading and supervising a team of seniors and staff accountants
Ability to learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
Demonstrated advanced project management skills
Strong technical aptitude and communication skills
Ability to work independently, 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

Tax Manager, Estate, Gift, Trust

Key skills