Senior Tax Manager

Title: Senior Tax Manager

Type: Full-time / Perm / On-site

Location: Fort Worth, TX

Base Salary Range: $150k - $200k/annually, depending on experience.

Summary:

Our client is seeking a talented, highly experienced Senior Tax Manager to join their rapidly growing firm in Ft. Worth. TX! The Senior Tax Manager will lead the tax team and provide exceptional service to high-net-worth individual clients with assets exceeding $3M, including state and federal income tax, fiduciary, trust, estate, gift, and charitable tax planning and compliance. The firm is a fast-growing wealth management and tax (RIA) firm with locations across the U.S.

Responsibilities:

• Supervise, train and lead the staff through counsel, guidance and coaching.
• Provide recommendations for business innovation and process improvements relative to the client's operations and objectives as well as the internal processes of the firm.
• Proactively participate in practice development by contributing to thought leadership and identifying service opportunities.
• Collaborate with the team and partners on proposals and business development calls.
• Contribute to project revenue and profit objectives through effective management of budgeting, project execution, invoicing, and collecting functions.
• Invest in professional development through active participation in training sessions and networking events both internally and externally.
• Build and maintain a personal relationship with high-net-worth individual clients with assets exceeding $3M as the Tax Expert on the planning team.
• Actively participate in signing and onboarding new clients to the firm.
• Lead the Tax Client Service Team for compliance and tax planning.
• Perform final reviews of tax returns (federal & state income tax returns for high net-worth individuals, businesses, corporations, partnerships, trusts, and estates).
• Oversee tax projections and tax audits for clients.
• Assist clients by attending client meetings and delivering tax plans.
• Support the Financial Advisory Team in tax planning-related functions.
• Coach and develop the Fort Worth, TX team through providing real-time, consistent feedback.

Qualifications:

• Licensed CPA or JD required.
• Bachelor's Degree required.
• Masters Degree in Taxation preferred.
• 8 years of experience working with high-net-worth individual clients with assets exceeding $3M in all of their tax planning and compliance needs, including trust, estate, and gift tax-planning, and partnership and fiduciary tax planning.
• 8 years of experience in a professional financial services firm providing comprehensive tax services to high net worth individuals and their closely held businesses, with 3 years of experience in a supervisory position.
• Strong time management and project management skills.
• Strong tax research and professional writing skills, including creating and giving presentations.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Highly developed Microsoft Office Suite skills (Word, Excel) required.
• Solid understanding of the workings of the Internal Revenue Code, tax regulations, and other tax pronouncements.
• Proficiency in or ability to quickly learn and adapt to new software systems, including CCH Axcess Tax, BNA Tax Planner, BNA Portfolios, RIA Checkpoint, and other tax research tools.
• Strong, working knowledge of data collection, data analysis, and evaluation.
• Strong computer skills (Windows, MSFT Office, Excel, and Adobe Acrobat).
• Proven ability to manage heavy workloads and projects, many on a time-sensitive basis.
• Ability to interact with a tight-knit team of professionals with a wide range of tax knowledge.
• Excellent written and oral communication skills.
• Highly motivated with the ability to function well in a fast-paced, high opportunity business environment with continued growth and development.