What are the responsibilities and job description for the Senior Tax Manager - Remote - High Net Worth - Trust - Estate position at Get It - Finance?
Job Overview
Are you a highly skilled tax professional eager to make a significant impact? This is an outstanding opportunity to join a successful, client-centric practice where your expertise can be fully utilized. We are in search of a seasoned Senior Tax Manager or Director to lead a dedicated team in delivering top-tier tax planning services to high-net-worth individuals.
Key Responsibilities
Join a dynamic and expanding firm that provides ample opportunities for career advancement and ongoing professional development.
Company Culture And Values
Become a part of a well-established firm with a legacy of excellence spanning over three decades. We prioritize a people-first culture that supports a collaborative work environment and values employee well-being.
Networking And Professional Opportunities
Engage with a talented team that is dedicated to delivering exceptional results for clients while expanding your professional network and skills within the industry.
Ready to elevate your career and make a meaningful difference? We invite you to apply today and join a successful team committed to excellence.
Employment Type: Full-Time
Are you a highly skilled tax professional eager to make a significant impact? This is an outstanding opportunity to join a successful, client-centric practice where your expertise can be fully utilized. We are in search of a seasoned Senior Tax Manager or Director to lead a dedicated team in delivering top-tier tax planning services to high-net-worth individuals.
Key Responsibilities
- Formulate Tailored Tax Strategies: Utilize your expertise to develop personalized tax plans that align with the specific financial objectives of each client.
- Implement Trust Structures: Advise on and integrate various trust instruments to enhance wealth transfer and reduce tax liabilities.
- Oversee Complex Tax Returns: Direct the preparation of personal, fiduciary, estate, and gift tax returns, ensuring precision and regulatory compliance.
- Conduct Comprehensive Tax Research: Analyze and resolve intricate tax issues through thorough investigation and evaluation.
- Establish Strong Client Relationships: Build enduring relationships with clients by providing customized guidance and exceptional service that meets their needs.
- Proven Experience: At least 10 years of expertise in tax planning, ideally within a CPA firm, advisory/consulting firm, wealth management firm, or law firm.
- In-Depth Knowledge: A comprehensive understanding of the US tax code and its applications to successfully achieve client goals.
- Strong Technical Acumen: Proficient in reviewing personal, fiduciary, estate, and gift tax returns.
- Excellent Communication Abilities: Capable of articulating complex concepts clearly to both clients and team members.
- Leadership Skills: Demonstrated ability to mentor and guide a team, promoting a collaborative and positive work atmosphere.
- Professional Certification: CPA, JD, or EA is mandatory.
- Minimum of 10 years of relevant experience in tax planning and advisory roles.
- Proven track record of leadership and mentorship.
- Strong technical skills related to tax return preparation and review.
Join a dynamic and expanding firm that provides ample opportunities for career advancement and ongoing professional development.
Company Culture And Values
Become a part of a well-established firm with a legacy of excellence spanning over three decades. We prioritize a people-first culture that supports a collaborative work environment and values employee well-being.
Networking And Professional Opportunities
Engage with a talented team that is dedicated to delivering exceptional results for clients while expanding your professional network and skills within the industry.
Ready to elevate your career and make a meaningful difference? We invite you to apply today and join a successful team committed to excellence.
Employment Type: Full-Time
