What are the responsibilities and job description for the Tax Manager position at Duram Search Partners?
We are seeking a Tax Manager to join a well-established Wealth Management Firm. Prominent in the Wealth Management space, this firm's focus is deeply rooted in collaboration, lifelong learning, and ample opportunity for growth
Team Highlights & Broad Responsibilities
- Comprehensive Tax Services: Manage tax planning and preparation for high-net-worth individuals and related entities while ensuring compliance with federal and state filing requirements
- Leadership and Review: Perform first reviews of individual and fiduciary returns, provide tax planning guidance, and assist in educating staff on tax-related developments
- Client and Team Support: Act as a tax resource for wealth management teams, assist with client communications on tax updates, and contribute to educational materials for clients and staff
Qualifications
- CPA or JD required
- 5 years experience from Big 4 or large regional firms with a demonstrated focus on preparing individual and fiduciary tax returns for high-net-worth individuals
- Experience preparing partnership, private foundation, and gift tax returns.
Salary : $130,000 - $150,000
