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Tax Manager High Net Worth
Experience
7 yrs required
Location
New York City, NY, United States
Posted on
Nov 27, 2022
Profile
Tax Senior Manager, High Net Worth
The candidate will review individuals, trusts, estates, gift taxes, and flow through entities. Supervise and develop associates. Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner. Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies. Prepare budgets and schedule engagements accordingly. Train and mentor lighter level associates. Must be a CPA and/or JD. BS and/or Masters in Accounting is required. Should have 7+ years solid tax experience in the HNW area. GoSystems/Axcess is a plus.
Company info
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