CPA Licensed Tax Manager
Job Summary
To support the High Net Worth practice group, the full-time CPA Licensed Tax Manager will oversee tax preparation and technical reviews for high-net-worth individuals, manage tax assignments, and consult on complex tax matters while working remotely.
Key responsibilities
- Perform tax, gift, and estate planning and compliance services for individuals and related entities
- Manage and motivate the tax team while ensuring compliance with state and federal regulations
- Develop strong customer relationships and monitor the economic performance of engagements
Required qualifications
- Bachelor's degree in Accounting, Finance, or Law; Master's degree in Tax/LLM in Tax preferred
- 5+ years of public accounting experience with individuals, partnerships, trusts, and estates
- EA License or CPA certification required
- Proven project/team management skills
- Experience with tax software and technology
Complete Job Description
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