What are the responsibilities and job description for the Tax Senior Manager - High Net Worth position at Keiter Stephens Hurst Gary & Shreaves PC?
Job Description
Job Description
Tax Senior Manager - High Net Worth
Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and / or estate tax matters.
Our Mission :
To provide quality service to our clients
To provide fulfilling careers to our staff
To share our time and resources to give back to the community
Primary Responsibilities and Knowledge :
Serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area
Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and / or estate)
Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties
Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others
Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads
Contribute to and foster a positive work environment
Job Requirements :
Hold active CPA license; CFP® is a plus
At least five years of experience in public accounting, tax consulting, or other related experience
Ability to develop relationships with current and potential clients
