What are the responsibilities and job description for the High Net Worth Senior Tax Manager - Remote | Trust - Estate position at Get It - Finance?
Job Overview
Join our esteemed firm as a Senior Tax Manager, specializing in high-net-worth individuals, trust, and estate planning. This pivotal role offers seasoned tax professionals the chance to influence tax services while being part of a team that prioritizes excellence, innovation, and personalized client engagement.
This remote position welcomes candidates from the Northwest New York area or those willing to relocate, offering unparalleled flexibility for the right individual.
Key Responsibilities
Become part of a firm with a strong reputation for over 30 years in the Northwest New York region, where your contributions are recognized and valued. This role provides ample opportunities for professional development and career advancement within a growing organization.
Company Culture And Values
Experience a culture of support and collaboration, where a commitment to excellence and innovation drives our service to clients. Embrace a work environment that values your insights and contributions.
If you are ready to lead, inspire, and create a significant impact, we encourage you to apply today and elevate your career with us.
Employment Type: Full-Time
Join our esteemed firm as a Senior Tax Manager, specializing in high-net-worth individuals, trust, and estate planning. This pivotal role offers seasoned tax professionals the chance to influence tax services while being part of a team that prioritizes excellence, innovation, and personalized client engagement.
This remote position welcomes candidates from the Northwest New York area or those willing to relocate, offering unparalleled flexibility for the right individual.
Key Responsibilities
- Design Customized Tax Solutions: Utilize your extensive expertise to formulate individualized tax strategies that resonate with clients’ financial aspirations.
- Optimize Wealth Transfer Processes: Harness trust structures and various instruments to enhance wealth management and mitigate tax liabilities.
- Manage Complex Tax Compliance: Supervise and meticulously review personal, fiduciary, estate, and gift tax returns, ensuring adherence to regulations.
- Conduct Detailed Tax Research: Engage in comprehensive analysis to tackle complex tax concerns and present practical resolutions.
- Foster Meaningful Client Relationships: Establish enduring connections through superior service and tailored advice.
- Significant Experience: A minimum of 10 years in tax planning within a CPA firm, consulting firm, wealth management firm, or law firm.
- Deep Understanding: Extensive knowledge of the U.S. tax code and its application to fulfill client objectives.
- Technical Proficiency: Strong skills in reviewing personal, fiduciary, estate, and gift tax returns.
- Effective Communication: Ability to convey intricate tax concepts clearly to clients and colleagues.
- Leadership Acumen: Proven track record in successfully guiding and mentoring teams in a collaborative atmosphere.
- Professional Credentials: Must possess a CPA, JD, or EA designation.
- 10 years of professional tax planning experience.
- Comprehensive understanding of client goals and the relevant tax regulations.
- Demonstrated ability to lead in a team-oriented framework.
Become part of a firm with a strong reputation for over 30 years in the Northwest New York region, where your contributions are recognized and valued. This role provides ample opportunities for professional development and career advancement within a growing organization.
Company Culture And Values
Experience a culture of support and collaboration, where a commitment to excellence and innovation drives our service to clients. Embrace a work environment that values your insights and contributions.
If you are ready to lead, inspire, and create a significant impact, we encourage you to apply today and elevate your career with us.
Employment Type: Full-Time
