Job Title: SR Tax Manager Private Client Services
Job Summary:
We are seeking a highly skilled and experienced SR Tax Manager to join our Private Client Services team. The ideal candidate will be responsible for providing tax planning, compliance, and consulting services to high net worth individuals and families. This position requires a thorough understanding of complex tax issues and the ability to develop innovative strategies to minimize tax liabilities.
Responsibilities and Duties:
1. Develop and implement tax planning strategies for high net worth clients.
2. Review and prepare individual, trust, and estate tax returns.
3. Provide guidance on tax implications of wealth transfer strategies.
4. Research and analyze complex tax issues and regulations.
5. Communicate with clients to address tax concerns and provide recommendations.
6. Supervise and mentor junior staff members.
7. Maintain current knowledge of tax laws and regulations.
Qualifications and Skills:
1. Bachelor's degree in Accounting or related field.
2. CPA certification required.
3. Minimum of 5 years of experience in tax planning and compliance for high net worth individuals.
4. Strong analytical and problem-solving skills.
5. Excellent communication and interpersonal skills.
6. Ability to work independently and as part of a team.
7. Proficiency in tax software and Microsoft Office Suite.
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