Our client is a professional services organization and they wish to hire a
Tax Manager to manage and coordinate the financial affairs of the high-net-worth families, resulting in their financial and business needs and expectations being met in a timely and accurate manner.
Essential duties will include –
- Drive the tax return preparation process and estimates to produce timely, compliant tax returns.
- Leverage staff and intern support through effective communication regarding workflow.
- Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.
- Manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.
- Input all the tax information to prepare complex tax returns.
- Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.
- Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings.
- Research, recommend and follow up on various tax and financial planning and other ad hoc requests.
Job Requirements –
- Bachelors in Accounting or related field
- CPA
- 3 to 5 years public accounting tax experience serving high net worth families or Family Office Services experience desirable