High Net Worth Senior Tax Manager
$150,000–$220,000 year
HybridColumbia, Maryland, United States
Job Summary
Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts. Lead tax engagements from start to finish, including planning, budgeting, monitoring fees, execution, and delivery. Understand client business needs, identify and analyze tax issues, and clearly articulate relevant conclusions. Ensure timely and accurate filing of client tax returns while meeting all regulatory deadlines. Review work performed by team members, providing constructive feedback to ensure quality and accuracy. Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts effectively. Work closely with partners, senior managers, and staff to integrate practice development skills into a team approach to client service and new business development. Monitor engagement profitability through managing budgets, billing, and client expectations.
Required Qualifications
- Active CPA license
- 8+ years of progressive public accounting experience
- focus on HNW tax planning, compliance, and consulting
- Deep understanding of estate, gift, and trust tax laws and their application
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private foundation structures
- Proven expertise in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
- A Bachelor's degree and/or Master's degree in Accounting
Desired Qualifications
- Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
- Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
- Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
- Monitor engagement profitability through managing budgets, billing, and client expectations effectively
- Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
- Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
- Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
- Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
- Review work performed by team members, providing constructive feedback to ensure quality and accuracy
- Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts
- Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
- Extensive knowledge of federal, state, and local tax regulations
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