Tax Senior Manager - High Net Worth

Join to apply for the Tax Senior Manager - High Net Worth role at Keiter CPAs Continue with Google Continue with Google 2 weeks ago Be among the first 25 applicants Join to apply for the Tax Senior Manager - High Net Worth role at Keiter CPAs Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Direct message the job poster from Keiter CPAs Recruiting Specialist | Educator | Dog Dad Job Details Description Tax Senior Manager - High Net Worth Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and / or estate tax matters. Our Mission : › To provide quality service to our clients › To provide fulfilling careers to our staff › To share our time and resources to give back to the community Primary Responsibilities and Knowledge : › Serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area › Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and / or estate) › Working knowledge of US Tax Code and technical aspects of tax preparation and compliance › Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties › Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others › Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads › Contribute to and foster a positive work environment Job Requirements : › Hold active CPA license; CFP is a plus › At least five years of experience in public accounting, tax consulting, or other related experience › Ability to develop relationships with current and potential clients Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Accounting / Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Keiter CPAs by 2x Get notified about new Senior Tax Manager jobs in Glen Allen, VA . Accounting Manager – Growing Firm | Hybrid (Scott’s Addition) Tax Senior Manager, Alternative Investments Richmond, VA $120,000 - $205,000 20 hours ago Tax Director - Tax Planning, Corporate Tax, HNW / PCS Tax Managing Director, Alternative Investments Richmond, VA $170,000.00 - $335,000.00 2 days ago Assurance Experienced Manager, Accounting Advisory & Outsourcing Richmond, VA $120,000.00 - $145,000.00 2 weeks ago Richmond, VA $99,750.00 - $262,500.00 20 hours ago Richmond, VA $80,000.00 - $90,000.00 3 days ago Richmond, VA $79,800.00 - $168,000.00 20 hours ago Tax Services Manager - Financial Services - Customer Tax Operations and Reporting - EDGE Richmond, VA $102,100.00 - $187,000.00 2 weeks ago Assurance Manager, Accounting Advisory & Outsourcing Richmond, VA $105,000.00 - $125,000.00 2 weeks ago Richmond, VA $100,000.00 - $120,000.00 2 weeks ago Tax Manager (or Senior Manager) - State and Local Tax Hybrid Path to Partner Tax Manager Position ($150k - $180k DOE) Hybrid Path to Partner Tax Manager Position ($150k - $180k DOE) Manager, Tax - Private Client - Sign-on Bonus Offered! Hybrid Path to Partner Tax Manager Position ($150k - $180k DOE) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr