Senior Tax Manager / Tax Partner - HWNI / Private Client Services

Senior Tax Manager / Tax Partner - HNWI / Private Client Services

Job description

Fast-growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift, and foundation tax. The individual should have strong research and technical skills.

Responsibilities

1. Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes.
2. Get involved with tax controversies and advise and counsel clients.
3. Interact with senior partners in planning for the firm.
4. Interact with clients throughout the year to ensure a steady relationship between the client and the firm.

Requirements

1. At least 15 years of experience.
2. Public accounting experience with HNWI (high net worth individual) clients.
3. Well-versed in high net worth individual, trust, estate, gift, and foundation tax.
4. Strong research and technical skills.
5. CPA & MBA preferred.
6. Proficiency in Excel.

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