Remote Tax Manager (HNW Tax) - 25790

Remote Tax Manager - Wealth Advisory - Remote within EST

Our team is working with a leading wealth advisory firm based in Massachusetts to hire a Remote Tax Manager to their growing Tax Advisory team. The Tax Manager will be responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. The role will have a focus on high net worth individuals & families.

Responsibilities:

• Tax planning and preparation for high-net-worth individuals and their related entities;
• Performing first reviews on certain individual and fiduciary returns;
• Ensuring compliance with all federal and state filing requirements on behalf of clients;
• Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments;
• Assist the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff;
• Assist the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications
  
  

Qualifications:

• A CPA or JD with a minimum of 3 years’ relevant experience.
• A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
• Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
• Experience preparing partnership, private foundation, and gift tax returns.
• Experience with ProSystem fx® Tax and BNA Income Tax™ Planner; and
• Big Four” or large regional accounting firm experience.
  
  

This role is a full time remote opportunity that will offer up to $125K base, 15% bonus & great benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com