Tax Manager - High Net Worth Tax
On-sitePhoenix, Arizona, United States
Phoenix, Arizona, United StatesOn-siteFull TimeBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Prepare and review complex individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines. Analyze client tax situations, trusts, and estates to maximize benefits while interpreting legal documents for estate and business succession planning. Create wealth transition plans based on cash flow projections and conduct technical research on IRS regulations and compliance matters. Advise team members, manage client relationships proactively, and support business development by identifying prospects, preparing proposals, and representing the firm at networking events.
Required Qualifications
- Bachelor's degree in Accounting
- active CPA license
- law degree
- Enrolled Agent (EA) certification
- 5+ years of experience in public accounting tax work
- experience working with individual, fiduciary, gift and estate tax returns
- well-rounded knowledge of tax accounting principles
- knowledge of IRS regulations
- expertise in individual income tax
- expertise in estate tax planning
- experience with flow-through entities
- experience with private foundations
- up-to-date knowledge on the ever-changing tax industry's regulations and policies
- excellent verbal and written communication skills
- experience developing business and networking
- authorization to work in the United States now or in the future without visa sponsorship
Desired Qualifications
- experience with individual, fiduciary, gift and estate tax returns
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