Tax Manager

Job Summary : We are seeking a dedicated and experienced Tax Manager (CPA Certified) to focus on providing exceptional tax services to high-net-worth individuals and working with estates and trusts. The ideal candidate will have a strong background in public accounting, a deep understanding of tax regulations, and the ability to develop tailored strategies to meet the unique financial needs of our clients.

Key Responsibilities :

• Client Management : Develop and maintain relationships with high-net-worth individuals, understanding their financial situations and tax planning needs.
• Tax Compliance : Oversee the preparation and review of complex individual tax returns, ensuring compliance with federal, state, and local tax regulations.
• Tax Planning : Create and implement strategic tax plans that align with clients' financial goals, including estate and gift tax planning, income tax minimization, and investment tax strategies.
• Research & Analysis : Stay current with tax laws and regulations, conducting research to identify implications and opportunities for clients.
• Team Leadership : Mentor and guide junior staff in tax preparation and planning processes, fostering a collaborative and high-performance team environment.
• Client Education : Communicate tax strategies and changes effectively to clients, ensuring they understand the implications and benefits of proposed actions.
• Business Development : Participate in business development activities, including networking and client presentations, to expand the firm's presence in the high-net-worth market.

Basic Qualifications :