What are the responsibilities and job description for the Tax Manager -High Net Worth Tax - Hybrid (cpa firm) position at CPA Firm?
CPA firm seeking a tax professional who is very strong in all aspects of High Net Worth personal income tax preparation
This position is Hybrid
Responsibilities:
- Assume full responsibility for directing engagements and special assignments and supervise a number of engagements simultaneously.
- Implement tax strategies that align with clients' business objectives
- Perform all tasks related to client service and see that assignments are accomplished by the engagement team within the budgeted time.
- Responsible for the professional and technical development of the staff through on-the-job-interaction and leading in-house training.
- Develop a list of potential referral sources to bring new business to the firm
- Develop expertise in one or more specific industry area
Qualifications
- CPA
- Five years of very strong experience in personal income tax matters including fiduciary and foundation
- Experience with complex returns requiring 20-40 K-1 schedules.
- Ability to supervise in-house and off-site bookkeepers
- Ability to make adjusting general ledger journals
- Financial planning experience is a plus - eg. cash flow, life insurance, mortgage and investment analysis.
Salary : $120,000 - $145,000