What are the responsibilities and job description for the Tax Senior Manager (High Net Worth) position at Windham Brannon?
Why Windham Brannon:
Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Offering more for your career…
Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people.
- Referral, performance, and business development bonus opportunities
- Dedicated learning and development budget for each employee
- Coaches and talent advisors who are dedicated to your career growth and development, helping you thrive in the workplace
- Diversity, Equity and Inclusion Advisory Council that advocates for important employee initiatives
Offering more for your life…
Our competitive benefits package is designed to positively impact your life outside of work.
- Hybrid and flexible work environment
- Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
- 401(k) plan with company matching
- PTO, paid holidays, and summer hours
Offering more for your community…
Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year.
Our Tax practice is growing, and we are looking to add a Senior Manager to the team…
What you will be doing…
- Provide leadership in tax services to individuals and families
- Working closely with family offices on income, gift, and estate issues
- Interact with clients to provide consulting and compliance expertise
- Review complex individual, estate, trust, and gift tax returns
- Manage and implement multiple projects simultaneously. This includes client communication, review of detailed calculations, analysis, data gathering, and coordination of Windham Brannon and client resources
- Review and conduct research and analysis of tax issues related to income, trust, and estate tax issues
- Collaborate with members of client’s other outside advisors in providing holistic and comprehensive planning services to the client
- Motivate and mentor junior staff members by providing them with leadership, counseling, and professional guidance
- Develop new business relationships with potential clients and outside advisors to grow Windham Brannon’s client base and work to foster on-going efforts to obtain additional opportunities for the Firm
What you bring…
- Required: minimum of 6 years of tax experience in Public Accounting; currently at the Manager level or higher
- Required: active CPA license
- Required: four-year degree in accounting or other applicable area of study
- Experience working with high-net-worth individuals, trusts, and multi-generational families
- Expertise in areas including income tax, estate, and gift planning
- Supervisory experience collaborating with and mentoring tax professionals on a project / engagement basis
