108 Tax Manager Jobs in Beach, FL
Chilton Trust is Hiring a Tax Manager Near Beach, FL
- Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.
- Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
- Research complex tax issues and formulate opinions.
- Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills
- Capable of managing several complicated tax projects simultaneously
- Collaborate with other members of the family office and client service group in order to deliver exceptional client service.
- Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable
- Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to clients; communicates updates to tax director and tax team.
- Interact with clients relative to providing tax advice; offering assistance with compiling their tax documentation for tax return preparation, responding to clients’ questions and/or requests, scheduling tax meetings, etc
- Receptive to developing the critical skills necessary to build and sustain strong client relationships
Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment. CPA credential a plus.
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Job Summary
Full Time
Investment Management
$90k-115k (estimate)
05/04/2024
07/26/2024
chiltontrustcompany.com
PALM BEACH, FL
25 - 50
1992
RICHARD CHILTON
$5M - $10M
Investment Management
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About Chilton Trust
Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth re...porting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.
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The job skills required for Tax Manager include Client Service, Client Relationship, Tax Return, CPA, Accounting, Tax Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Manager positions, which can be used as a reference in future career path planning. As a Tax Manager, it can be promoted into senior positions as a Tax Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Manager. You can explore the career advancement for a Tax Manager below and select your interested title to get hiring information.
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