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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
Reference : Tax Manager jobs
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Published at 12-12-2022
Viewed: 120 times
Viewed: 120 times