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Tax Manager at Jobisite / America Jobs
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Full-time Tax Manager

at Jobisite in United States Of America

Utilize your technical expertise and collaborative attitude to deliver exceptional tax compliance and consulting services to our high and ultra-high-net-worth clients

· Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and related tax matters

· Identify complex tax issues impacting clients and provide effective resolution

· Manage engagement teams serving individual, fiduciary, gift, generation-skipping, and estate taxation matters, including engagement planning and budget

· Review complex individual (Form 1040), estate (Form 706) gift (Form 709), non-profit (990/990PF), and fiduciary (Form 1041) tax returns, including related tax schedules and forms.

· Review estate planning documents such as last wills and testaments, trust agreements, powers of attorney, and healthcare proxies

· Collaborate with other Mazars tax personnel regarding state and local taxation and international taxation matters that impact clients

· Provide leadership, training, and mentorship to other tax staff, and delegate work assignments to the engagement team

· Develop and sustain strong client relationships with client personnel and other professional advisors

· Exhibit a general understanding of estate planning concepts

· Stay current on technical and industry developments and standards while evaluating the potential impact on clients and their families

· Participate in client proposals and new business development opportunities

· Drive and collaborate with firm leadership on growth opportunities with existing clients and prospects.

What We Seek:

· Bachelor of Science degree in accounting or a business-related field

· Advanced tax degree (MST, JD, LLM) is preferred

· CPA, EA, or J.D. is required

· CFP, CFE, or related designations are preferred

· 5+ years of relevant tax compliance in a CPA firm, a tax consulting practice, a trust department, a private client services, or a family office environment

· Significant working knowledge of taxation matters related to personal income, estate, and gift taxation, and wealth retention strategies required

· Experience with CCH Axcess and BNA Tax Planner preferred

· Proficient with the use of Microsoft Office Suite tools

· Excellent interpersonal and communication skills (both written and oral)

· Strong analytical and organizational skills

· Strong tax research and critical thinking skills

· Proven ability to manage multiple projects simultaneously and within budget

· Ability to travel to client locations as needed

· Authorized to work in the US without sponsorship
Reference : Tax Manager jobs


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Published at 12-12-2022
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