Tax Manager - HNW / Estate / Trust

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Job details

HNW Tax Manager / Top 200 Firm / 7 years experience / Great culture / Strong Work Life Balance

This Jobot Job is hosted by Kyle Kraus

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $135,000 per year

A Bit About Us

We are a premier accounting and business advisory firm with multiple location and a healthy work-life balance.



Why join us?


Growth opportunities

Flexible hours / Hybrid schedule

Strong support from leadership

Job Details

Requirements

• Review and manage tax returns, extensions, tax planning calculations with a focus on HNW Individuals & Families
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability
• Manage and monitor client deliverables and due dates
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
• Conduct complex tax research and prepare memorandum outlining findings and conclusions
• Respond to IRS and state agency audits, inquires, and tax notices
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
• Lead department in knowledge of software, processes, and workflows
• CPA preferred, not required. EA at minimum
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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Click our Jobot logo and follow our LinkedIn page!