What are the responsibilities and job description for the Remote Senior Tax Manager - Trust - Estate - High Net Worth position at Get It - Finance?
Job Overview
We are in search of a highly skilled Senior Tax Manager or Director who is ready to leave a significant mark in the realm of tax planning for high-net-worth individuals. Join our well-respected firm, which has established itself as a leader in the industry, and channel your expertise toward enhancing our client-focused services.
Key Responsibilities
Employment Type: Full-Time
We are in search of a highly skilled Senior Tax Manager or Director who is ready to leave a significant mark in the realm of tax planning for high-net-worth individuals. Join our well-respected firm, which has established itself as a leader in the industry, and channel your expertise toward enhancing our client-focused services.
Key Responsibilities
- Formulate tailored tax strategies that align with individual client financial aspirations.
- Recommend and implement diverse trust structures to facilitate wealth transition and reduce tax burdens.
- Supervise the meticulous preparation of personal, fiduciary, estate, and gift tax returns, ensuring compliance and precision.
- Conduct extensive tax research to navigate and resolve intricate tax challenges.
- Cultivate strong, enduring relationships with clients, delivering personalized guidance and outstanding service.
- A minimum of 10 years of experience in tax planning, preferably within a CPA firm, advisory, wealth management, or legal environment.
- In-depth knowledge of the U.S. tax code and its implications for fulfilling client objectives.
- Proficient in reviewing and preparing personal, fiduciary, estate, and gift tax returns.
- Excellent communication skills to articulate complex ideas effectively to clients and colleagues.
- Proven leadership abilities to mentor and inspire team members while fostering a collaborative work environment.
- Required professional certification: CPA, JD, or EA.
- Bachelor’s degree in Accounting, Finance, or a related discipline.
- Embark on a pathway for career advancement within a dynamic and expanding firm, with numerous opportunities for professional development.
- Become part of a firm with a legacy of over three decades of success, championing a culture that prioritizes people, collaboration, and employee well-being.
Employment Type: Full-Time
