Overview In this Tax Manager role, you will deliver tax compliance and advisory services to high net worth individuals and related entities, leading a team of seniors and staff. You'll oversee engagements, perform complex tax research, and ensure high-quality work while nurturing client relationships. The position sits within a growth focused, collaborative firm that invests in training and offers a hybrid work model. You'll shape tax planning and lead teams to solve sophisticated tax issues with clear business language.
Responsibilities- Provide tax compliance and advisory services to High Net Worth Individuals and related entities
- Lead and mentor seniors and staff accountants
- Oversee planning and scheduling of engagements
- Research complex tax issues and ensure quality of work product
- Monitor workflow and communicate progress to partners
- Develop and maintain strong client relationships and advise on income tax planning
Key requirements- Bachelor in Accounting (Master in Tax a plus)
- CPA certificate
- Minimum 5 years of tax experience with strong HNW taxation background
- Strong organizational and management skills
- Excellent written and oral communication and documentation skills
- Ability to articulate complex tax matters in business language
- Team player with ability to work in a fast-paced environment
- Strong analytical skills and judgement
- Leadership and mentorship
- Strong communication
- Client relationship management
- Tax compliance for high net worth individuals
- Tax advisory and planning
- Tax research
