Seasonal Tax Manager

Job Summary

A company is looking for a Seasonal Tax Manager in the Financial Services Organization, specifically within Private Client Services.

Key Responsibilities

• Review complex individual tax returns and income tax planning for high-net-worth individuals and families
• Manage partnership and S Corp tax compliance for Private Tax clients
• Work remotely, discussing availability and expectations during the interview process

Required Qualifications

• Valid US Certified Public Accountant (CPA) license, active state bar membership, or active Enrolled Agent status
• Bachelor's degree in Accounting, Finance, Business, or a related discipline
• Minimum of 4 years of relevant experience in tax compliance for private clients, partnerships, and/or S Corps
• Experience in handling federal and state personal and trust income tax
• Thorough understanding of estate and wealth planning